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Technology Stocks : Compaq
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To: Luc Glinas who wrote (29051)7/14/1998 11:30:00 PM
From: Dr. David Gleitman  Read Replies (1) of 97611
 
IMMHO, I think that the overall momentum will carry CPQ to higher valuations. Most, if not all of the bad news (stuffing channels, controversy over DEC)is all behind us. My feeling is that while there appears to have been some profit taking in the last hour or so, the overall sentiment appears positive as reflected by the sharp increase in volume and overall positive momentum. Don't forget that cpq has alta vista, Alpha, and a great service infra-structure.

But then again, what the hell do I know.

Best of luck to all of us "long-fellows"

Regards,

David
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