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Technology Stocks : Compaq
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To: Andrew Fenic who wrote (835)11/27/1996 2:48:00 PM
From: michael c. peterson   of 97611
 
Andrew, CPQ is in a comodity bus. Contrary to public euphoria PC sales are slowing mainly on consumer side and corporate sales are not what they are crack up to be, yes a few companys has benefited from corp upgrades but the weak sister has lost market share. IBM had problems with their servers so companys like CPQ prospered on their mistakes . PS sales has slowed to a 5yr low of 16% but you didn't hear that during the whole tout-a-rama last week. When the momentum geeks and funddumbs wakeup out of the cloud they have been in for the recent tech mania they will dump stocks like CPQ so fast it will make your head swim. Some of these geeks already know the truth about the slow down in PC demand but are so greedy they will try to milk every dime out of the suckers that are buying these overpriced comodity plays. Oh yea, they also refuse to accect the fact that the Japanease compitition are very tough dudes and will fight to the death for market share in the PC market ....MP
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