Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Keith Howells who wrote (8723)	11/8/1997 8:38:00 PM
From: John Koligman	Respond to of 97611

Keith - No hard evidence was presented in the article. Wick simply stated he thinks they are playing games with the accounting on the low priced PC's. Even IF that was the case (and I DON'T think it is), CPQ makes it's real money on the server side of things. All the talk lately seems to center around the low cost PC, but the money always has been in the big iron, just like it still is for IBM. Yet, Wick (and the other two fund managers) made no mention AT ALL of the server side of the business. As for the Cisco guy, you are talking about Michael Murphy, he has a tech conference going on (or just finished) in San Diego that I read about recently. Lots of his recommendations seem to NOT pan out, in addition to Cisco he was jumping up and down about Cirrus Logic and other 'dogs' that have gone nowhere. John