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

To: Dwight E. Karlsen who wrote (9659)	11/26/1997 6:15:00 AM
From: Kai-Uwe	Respond to of 97611

Would tend to agree with Dwight - especially in retail the story is that "if you aren't 90 days early, you're late!!!" XMas would most definitely play a HUGE role here. The danger for any mfg'er in retail is the lack of brand loyalty. You see what you can buy, and you buy the best you can see. If it ain't there (from a single brand-name perspective), no one will buy it (which is why CPQ was so successful initially with the sub-zero PC - no other ones around!). Q4 results are going to be crucial determinants for the outcome of the stock performance in the next few months... Look at the surprise Dell's good results has caused: the whole world (myself included) would have thought that Dell's results would have sent bullish signs for the CPQ stock as well - and look what actually did happen! Best regards Kai