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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: rudedog who wrote (70410)10/27/1999 9:01:00 PM
From: MikeyT  Read Replies (1) | Respond to of 97611
 
Rudedog,

I have ZKPAC 2001 Jan 15 @ $7. Will add Jan 20 leaps tomorrow.

Everytime some box maker warns the Street paint all the stocks red. The way I see it...there is NO WAY Compaq is going to miss 4Q.

Logic:

4Q is Compaq's strongest
$800+M write down in 3Q = reduced salary expense for 4Q
Hot new sexy new products from AMD and Intel. Athlon & Cumine
Deal with MU should guarentee adequate supply of RAM.
Hot new sexy (I'm stuck on sexy<G>)products from Compaq (Wireless & VLD).

GO CPQ! Make Kumar and Niles eat their words.