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Technology Stocks : Compaq
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To: Red Scouser who wrote (46236)1/30/1999 11:14:00 PM
From: DownSouth  Read Replies (2) of 97611
 
So now it's a wait until the analysts give CPQ there blessings. The fuse is lit. What's you take?

I think the analysts will be positive, but not exhuberant. We will see lots of LT Buys, a few Strong Buys. They will say things like "looks like CPQ has completed its DEC integration". And "CPQ will take DELL head to head with its new web strategy".

The mystery of AV ownership will cause some confusion that will make them cautious about the valuation of that enterprise.

The MMs are looking for new places to put money. That will be good for CPQ.

jmho, of course, but I am excited. Next quarter is very, very critical.
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