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Technology Stocks : Compaq
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To: Kenya AA who wrote (50681)3/1/1999 11:58:00 AM
From: fooledalot  Read Replies (2) of 97611
 
Kenya,

Please put me down for $.36. There has been significant expense/investment in AV/e-commerce, but this had to be in their Business Plan. Other than small/medium business sales, which are in question at this time on a Qtr.-to-date basis all other areas of their Qtr.-to-date business appears to be at or slightly over Plan. I believe they will cover any earlier softness in the small/medium business sector with continued strength in consumer sales, high-end enterprise products and service. And, everyone recognizes and admits PC business (which is at the core of all the recent hype) is cyclical.

BTY....***OT***OT

Have you cut your losses on INTC with the possibility of getting back in at a lower price, or are you riding it out?? Would appreciate your thoughts.

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