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Technology Stocks : Compaq

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To: rudedog who wrote (33254)9/22/1998 6:57:00 PM
From: CGarcia  Read Replies (2) of 97611
 
"I don't know why so many people thought Dell gained a lot of share in 2Q against CPQ, but those same people will think Dell lost a lot of share to CPQ in 3Q. In reality the share positions didn't move that much, but Dell stock will probably suffer as a result of this perception, just as it got a boost from the misperception of 2Q share."

rudedog, do you think this means CPQ will be getting alot of former dellheads as new shareholders, after the 3rd quarter numbers come in?
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