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


To: Chris who wrote (14050)1/20/1998 11:08:00 AM
From: robbie  Read Replies (1) | Respond to of 97611
 
Chris, re: <<08:55 ET PC Makers: Merrill Lynch PC analyst Lucy Painter cuts PC unit growth
forecast, citing secondary effects of Asian financial crisis, according to CNBC.>>

I was looking over Compaq's 10Q from the third quarter last night and noticed that 85% of their sales are in North America and Europe. Asian crisis is the weakest argument there is for lowering estimates, IMHO.

Robbie