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


To: Boplicity who wrote (12584)1/2/1998 9:11:00 PM
From: hpeace  Read Replies (3) | Respond to of 97611
 
greg, cpq buys the monitor.
we have news coming.
earnings and new prodcuts, but I agree cpq can fall back temporarily.
on this next rally to mid 60's I'm buying prot. puts for their 1q earnings.
the street may not like it when cpq says that yr to yr their 1q is 30%
greater than 1q97 but qtr to qtr 1q is down 12%.
the faster they consolidate the 5000 delaers to 400 the faster they get to 2 weeks channel inventory.