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


To: Tom M who wrote (26060)5/12/1998 10:42:00 AM
From: William Hunt  Respond to of 97611
 
TOM ---Agree with the wall of worry issue --- rates should be coming down with a fifty billion surplus between now and OCT 1 ---MSFT will be able to release WIN 98 ( too many other companies affected ) --- agree that the FED will go after MSFT for anti-trust issues but this issue will take a while to resolved --- Bottom line is that as EDDIE has stated CPQ has to get it's own HOUSE in order for the stock to moved

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P.S. The DEC merger is more positive for CPQ in the short term than the internal profit being generated by PC'S sales ( core business ) .