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Technology Stocks : Compaq
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To: Jimbo Cobb who wrote (28943)7/13/1998 4:48:00 PM
From: Thomas Dremel  Read Replies (2) of 97611
 
Let's see if WED AM brings any surprises. What I expect are:

1) break-even quarter and inventory down to 4 weeks 2) a transition quarter in the 3rd quarter, which may be .10-.15 and 3) that the DEC integration is going well.

What I'm worried about is that CPQ will NOT be able to comfort investors about the 4th qtr and that we could hit another short term bump. I expect they will say they are positive about the long term, but I think there are alot of impatient investors.

Tom D
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