SI
SI
discoversearch

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: ed who wrote (9288)11/21/1997 12:10:00 PM
From: PCSS  Respond to of 97611
 
I would think this announcement of lower earnings expectations by MUEI, the box maker part of Micron, is just an affirmation of all the recent research (IDC, et. al) reports.

That CPQ (and DELL) are GROWNG their market share everywhere and eating the smaller guys' (i.e., MUEI) lunches.

So....why can't the traders realize that CPQ is on SOLID ground, growing very profitably and has excllent management.

I believe we could see a recovery in the CPQ price this PM.