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Technology Stocks : Compaq
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To: Kenya AA who wrote (57643)4/13/1999 4:50:00 PM
From: Mao II  Read Replies (1) of 97611
 
K: I think INTC looks pretty good. Margins are way up from earlier projections (as somebody on that thread pointed out), which calls into question all the handwringing about the low end taking over.
As far as CPQ is concerned, I think this pretty much strips away the fig leaves, such as they were. Nothing to hide behind. Everyone can see that there is NOTHING THERE!!!!!!!!!!!!!!!!!!!
M2
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