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Technology Stocks : Compaq
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To: Key West who wrote (57468)4/23/1999 1:51:00 AM
From: jim kelley  Read Replies (2) of 97611
 
Gene,

I do not have an estimate on CPQ. I need to see more information,e.g., 10-Q and IDC data to guess what their condition is. I would not be surprised to see them sink below 20 as more information is outed.

In any event CPQ stock is highly risky due to the uncertainty.

I am more concerned with my estimate of DELL at the point in time.
They will report May 19.

I suggest the CPQ vilifiers buy a piece of DELL to recoup some of their losses.
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