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Technology Stocks : Compaq
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To: rupert1 who wrote (48932)2/19/1999 1:34:00 PM
From: Roads End  Read Replies (2) of 97611
 
Victor...OT...Re RMBS...I'm holding off for now. There is enough controversy over the camino chip set release to cause it to pull back further. Management has stated earnings will at best be flat for 3 more Qs. Actually they hedged on the 3rd Q which reinforces the uncertainty issue. My target is the low 50s but who knows. The story is for real and it doesn't hurt to have Intel giving 110% support financially and technologically.
Steve
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