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

To: Roads End who wrote (18632)	3/1/1998 9:38:00 AM
From: Mohan Marette	Read Replies (3) \| Respond to of 97611

Riechers: Thanks a bunch, so they are are just confirming what we knew already. If you remember CPQ's Q4 earnings didn't reflect any cost saving at all-at least not much-since there wasn't enough time for it hit the books in Q4, Dell on the other hand with their Q4 ending a month later was able to capture some of it in Q4. Going forward we should start seeing some real cost benefits for both CPQ and DELL,sarting Q1 98. I have a sneaky feeling we are going to blow away the likes of Smith Barney and other nay-sayers big time. You read the brief summary by Richard Chu of Cowen about CPQ/DEC merger,i just posted to stephen.???? Well it looks pretty good to me.