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


To: KAD who wrote (9050)11/17/1997 7:01:00 AM
From: PCSS  Read Replies (1) | Respond to of 97611
 
CNBC just said that Ekhard Pfiffer will be talking with Bruce Francis with the next hour - between 7-8am. Will post exact time when they say it.



To: KAD who wrote (9050)11/17/1997 7:06:00 AM
From: PCSS  Respond to of 97611
 
CNBC reports CPQ currently up 2 on the London exchange



To: KAD who wrote (9050)11/17/1997 7:29:00 AM
From: PCSS  Read Replies (1) | Respond to of 97611
 
Ekert Pfieffer interview on CNBC:

nothing new covered - not very interesting

Some points:

- Tandem a perfect match complimentary features - dales. service and support

- CPQ is pulling BTO off extremely well

- PC demand continues into this qtr
Consume demand very strong
Commercial demand in highb teens near 20%

- Sub 1K market is a new segment new and will permeate into more and more homes

- JD vs MSFT suit and CPQ involvement - Pfeiffer said sometime you agree and disagree with your supplirs - the JD had suppoened information - he didn't idicate this would cause any problems betweem CPQ and MSFT