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Technology Stocks : Compaq
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To: Pruguy who wrote (41323)12/27/1998 11:13:00 AM
From: isdsms  Read Replies (1) of 97611
 
I don't want to have my head in a hole in the ground on this issue and be unaware, but with direct sales of computers taking an ever increasing role, it is logical that large distributors' profits would be affected. All evidence points to a blowout quarter for box makers and especially for cpq. What exactly are you seeing here that makes you feel less optimistic?

Thanks in advance.

Ira
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