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Technology Stocks : Compaq

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To: Leo Francis who wrote (1432)12/18/1996 9:57:00 AM
From: michael c. peterson   of 97611
 
LF, your fellow CPQr's are only bullish when the stock is going up. I commend you for standing up for your belief in the company. You are as bullish on the stock as I am bearish at least were're not phonies and stand by our research in good and bad times. That being said, The Wall Street Urinal said today that while priceing strategy caused bying to begin earlier than last year, ARS Inc. est. this year's overall Christmas season PC sales will rise 8% to 15% from a year earlier , well behind the 25% from last year . I think I was a little more generous at 12% to 17% , allthough Dataquestable Inc. said they expect 19% worldwide which is while below the 30% worldwide last year. The Urinal also said that CPQ lowered prices three times since August, but they cut at least 4 times. They said CPQ lowered the p200 to $2500 ,wrong again you can pick one of these babies up for a cool 2 G's that same p200 was $3300 2 months ago. MP
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