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Technology Stocks : Compaq
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To: Bipin Prasad who wrote (34381)10/9/1998 8:59:00 AM
From: Senator949  Read Replies (1) of 97611
 
EP said the Asian problem was having a net positive effect on Compaq through reduced costs.

Also he was bluntly asked by Kernan if the Intel and AMD upside was an indication of better performance for Compaq. I was expecting an "I can't comment due to quite time" type response but EP was quite candid and indicated we should see a strong second half.

On the whole I think it was extremely positive.

Make my guess for the pool .11

Robin
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