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Technology Stocks : Compaq

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To: csm who wrote (37130)11/21/1998 12:53:00 PM
From: rupert1  Read Replies (1) of 97611
 
I saw a passing reference to a Morgan Stanley survey to the effect that technology spending in 1999 will be at a slower growth rate ( 4% to 9%) than in the recent past, but the spending for the YK2000 will peak in 1998. On the surface, this does not confirm what EP said recently. Does anybody have access to the Morgan Stanley survey?

Victor
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