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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (44567)1/21/1999 4:48:00 PM
From: John Koligman  Read Replies (1) of 97611
 
I've had IBM for some time. I've given up trying to analyze it, the smart guys on the IBM thread were hammering the lack of revenue growth and sold 100 points ago. The stock just keeps going up, now Gerstner has made some noises about stronger services growth, so apparently nobody cares about the lack of hardware revenue growth. I've been nervous about it for the last 100 points....

John
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