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Technology Stocks : Compaq

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To: Night Writer who wrote (27539)6/11/1998 11:18:00 PM
From: RavBruce  Read Replies (2) of 97611
 
I think Compaq was a great buy in the mid 20's( on both
of the dips). I think the news that DEC will be accretive
beginning with the Q4 is important. The summer is always
tough on tech stocks(we always forget that). I think this
fall will see Compaq return into the mid to upper 30's once
they show that they are integrating DEC and going on to
their next move. With DEC, they move from a box seller to
a provider of equipment, installation, support, and consulting.
This is a huge field that will allow for cross-selling.
Bruce
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