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Technology Stocks : Compaq
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To: PCSS who wrote (29094)7/15/1998 8:11:00 AM
From: Windseye  Read Replies (2) of 97611
 
Yes, they seemed to have "learned" well... the timing and placement of the moves in this quarter has been very well done, which includes the 899 PC success, the CTO, BTO success stories, the channel assembly stories, the DEC integrations moves.

But the stock has risen in anticipation of all these factors and maybe due to the rumors of .02 increase. Yet it could continue because when DEC is accretive in the 4th QTR it should be in the 40s, so now is the time to discount all that good news, no?

Doug
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