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Technology Stocks : Compaq

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To: Thomas Dremel who wrote (834)11/27/1996 9:00:00 AM
From: Andrew Fenic   of 97611
 
I agree the last thing Compaq should do is purchase Novell. The very NT technology that is going to drive enormous corporate sales of Compaq's Pentium Pro servers renders most of what Novell does obsolete. CPQ buying NOVL would be a catastrophe.

If they don't make that move CPQ is a tremendous buy right now. NT is moving like a freight train through corporate America right now and Compaq is the leading producer of Pentium Pro Servers. I see the stock doubling or tripling by next Summer. I'm shocked with all the incredible reports coming out of Intel about Pentium Pro demand that the stock hasn't already shot way up.
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