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Technology Stocks : Compaq

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To: Captain Jack who wrote (51506)3/4/1999 10:02:00 AM
From: PCSS  Read Replies (2) of 97611
 
Before the I/D official press conference .. some thoughts

This AMs speculation about DELL's need for services has opened their Kimono and what do we see ... DELL's lacking/weakness/limpness ... not good for DELL. wow ... DELL found a component supplier

GOOD deal for IBM

CPQ ... People will really start realizing our STRENGTHs and how well CPQ is putting their offerings/assets/power together ... his should be a BOON for CPQ

I feel much better NOW ... but still need to hear the conference final announcements.

Michael
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