Compaq Message Board - Msg: 8777275

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Technology Stocks : Compaq

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To: rupert1 who wrote (56025)	4/8/1999 10:04:00 AM
From: PCSS	Read Replies (4) of 97611

victor, Maybe, just maybe this will provide an opening for CPQ to begin its recovery in that PC demand & Y2K seems to be remaining strong. The analysts may just come to the conclusion that their original 1st qtr forecasts for the sector were overzealous and their retrenchment was over done especially when it comes to CPQ. IF she_x is correct and CPQ (1) had a monster of a March (best ever), and (2) will make their earnings # of .32-.36 ... CPQ should begin to UProll .... though it WILL take a real positive announcement of some sort ---- major content deal, AV spin-off details, excellent forward looking statement, or etc. ---- the sooner this comes the better (maybe @ or before INNOVATE next week). Michael

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