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Technology Stocks : Compaq
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To: tonyt who wrote (60867)5/8/1999 10:33:00 AM
From: jim A  Read Replies (1) of 97611
 
ATT is making big push into cable.
Even Microsoft worried that other devices,
like digital cable TV, will provide internet access and more,
and that this sector likely to grow faster than traditional
PC business.
If MSFT admitting that cable internet access is the future,
and other devices to outpace PC going forward, where does this
leave CPQ and other boxmakers.
Appears that telecommunications is where the growth is not PC
makers.
I'm long CPQ, having bought at 25 last October.
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