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Technology Stocks : Compaq

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To: Night Writer who wrote (45250)1/26/1999 11:53:00 AM
From: Windseye  Read Replies (4) of 97611
 
NW,
Intersting how market has reacted to CPQ today... looks like the 3 pt rise is all we'll get today. At 11:42 we're off to 49 1/2 and the steam appears to be blowing off. I wonder if this is the calm before the storm up in anticipation of the earnings rise, or if it has dfiscounted the AV setup AND the earnings report.

I agree re CPQ playing AV this way--- CPQ gets to be "seen" as "in part" a future INternet company, and when they go public CPQ itself will get a good boost in equity, especially if they retain half of AV stock and the original issue is fairly good size.

Will CPQ sharholders get a direct benefit, though... the BIG question yet to be answered.
Doug
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