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


To: Nicholas who wrote (21336)3/11/1998 12:57:00 AM
From: FR1  Respond to of 97611
 
I gotta admit that article has a lot of good points. DEC has always been questionable in my mind. Their PC business is a dead loss and most of the points he makes are good ones.

Here is what baffles me. If you believe in the upside.com post then you would certainly believe DEC was a major losing stock and has nowhere to go but down. There is not one single word in the analysis that shows where DEC is making money - everything is blood red. However, if you look at DEC stock it is up 25% from the start of the year and up 55% for the last year. What's going on here? You can't have 55,000 employees, major losses in every department and a stock that goes up.

Somebody tell me where DEC makes money and how it really fits in our game plan. I refuse to beleive that the CEO of CPQ is just making a blind and dumb move - the CPQ boss used to be in DEC upper management!