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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (58687)4/19/1999 11:14:00 AM
From: Andreas  Read Replies (1) of 97611
 
To Thread: Niles synoposis

1. entire pc sector will do nothing for next 6 mos.
2. cpq already beaten down will not likely go down further.
3. other pc stocks have greater risk (ie. dell, ibm, hwp).
4. Rosen excellent interim guy.
5. Who cpq picks is important even though entire sector is
hving trouble because of unique cpq problems.
6. pc stocks dead money until last quarter.
7. would hold at this point not sell.
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