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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (28267)6/28/1998 8:55:00 AM
From: William Hunt  Read Replies (2) of 97611
 
ELWOOD--- Seems we have a lot of new traffic on the thread . CPQ still has not done anything to move the stock --- They have been studying DEC for two years + had five months to be ready to consolidate the two companies but still no news. Still wondering where this strong management team is located at ?
On a positive point there seems to be a lot of firms coming on board with a strong bias for CPQ over the next twelve month's BUT no one seem's to be putting there money on their statements so far . I have the feeling until EP discusses something as simple as inventory levels in a very positive light the stock will not moved . It is amazing that little effect of inventory channels clearing had such a positive effect on 3COM stock this week . After ten months in this stock I am starting to get a "show me" attitude about CPQ

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