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

To: S.C. Barnard who wrote (20023)3/6/1998 5:45:00 PM
From: JFD  Respond to of 97611
 
Buy straw hats in the winter. If I could get my hands on this company at 22 I would be very happy.

JFD



To: S.C. Barnard who wrote (20023)3/6/1998 5:46:00 PM
From: Rich  Read Replies (4) | Respond to of 97611
 
Summary of conference call as per CNBC.

Call not all bad. Weakness is in business sector in North America
other sectors still strong.
CPQ has too much inventory on it's business computers in the channels.
CPQ will lower prices to get rid of inventory.



To: S.C. Barnard who wrote (20023)3/6/1998 5:48:00 PM
From: PCSS  Read Replies (2) | Respond to of 97611
 
The problem seems to be with NA Business therefore my theory is either (1) DELL is eating our lunch (.2 possibility) or (2) Y2K Problem is making ISOs redirect or delay their budgets to solving Y2K problems.

DO NOT underestimate the Y2K IMPACT for the next 2+yrs. !!


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