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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (26211)5/14/1998 8:51:00 PM
From: Roads End  Read Replies (1) of 97611
 
EL...Sounds like a positive to me. CPQ is well into the necessary cost & distribution adjustments and HWP has some big time catching up to do. The IBM comments re services growth also plays into the future growth of CPQ. The one bug remaining is that it is now fashionable in the Clinton administration to delay corporate mergers. Something about protecting children, leveling playing fields, and getting approval from China first. <<GGG>>
Steve
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