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Technology Stocks : Compaq

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To: gizelle otero who wrote (58570)4/19/1999 1:36:00 AM
From: Michael Kucera  Read Replies (1) of 97611
 
giz, obviously cpq will take time to correct itself and there is probably more bad news on the way BUT this is a good place to start and a big relief to cpq investors. I am long dell in a big way so there is no need to pounce on cpq investors over this mess. dell is the best pc stock to own but cpq looks good here as well now that ep and earl are gone. cpq has lost a lot of market value and rosen should be able to restore some of that over the next few months. (ok, years...)
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