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Technology Stocks : Compaq
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To: PCSS who wrote (36376)11/12/1998 11:40:00 AM
From: Roads End  Read Replies (3) of 97611
 
Michael....Too much of the recent publicity / hype has revolved around the desktop box market. It's too bad, but none of the recent move has a thing to do with the potentials the DEC acquisition has brought us. The reaction, reflected in the stock price has been good and for that reason we better hope Dell kicks butt (jajajaja) or our recent gains are going to be erased right along with Dell's. Until CPQ can establish it's identity as more than a box maker we are going to be associated with what ever happens to Dell. The crossroad you are looking for is at the point where CPQ's identity will be associated with that of IBM's IMO.
Steve
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