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Technology Stocks : Compaq

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To: Kenya AA who wrote (48592)2/17/1999 12:12:00 PM
From: Roads End  Read Replies (1) of 97611
 
K..Since Mike's pep talk his stock is down 7/16 and CPQ has moved up 9/16. How did you like the way he skirted the issue of sub 1K machines? "Lower component costs will drop the price to that level" Seems like to me that six day inventory is taking a long time to bring his product into the sweet spot of mass market boxes.
Steve
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