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Technology Stocks : Compaq

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To: Carlos Peralta who wrote (26186)5/14/1998 4:34:00 PM
From: Y. Samuel Arai  Read Replies (1) of 97611
 
> If HP is a victim of the price war between the box makers, won't
> it stand to reason that Dell, GTW and CPQ may come out scorched
> from the fray too, and therefore we may not see a full recovery
> of CPQ in the near future?

CPQ has already been scorched (thus 2 quarters of no profits already predicted and factored into price). The announcement by HWP was not news to CPQ...just a reminder of what we already know.
CPQ is rising on prospects beyond the next quarter or two.
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