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

To: tonyt who wrote (84893)9/24/2000 12:07:42 PM
From: rudedog  Respond to of 97611
 
tony - Perhaps because DELL seems more at risk for a miss, given recent concerns over DELL earnings, and their dependence on Intel - and so Michael Dell's comments are "news". CPQ, with only 10% of their earnings dependent on PCs, is less likely to be affected, so the WSJ assumed investors would be confident about CPQ.

BTW I don't believe that for a minute...



To: tonyt who wrote (84893)9/24/2000 1:51:21 PM
From: Steven N  Respond to of 97611
 
tonyt, Rudedog,

The red-headed step child theory is more likely.

sn


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