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

To: Ajay Aggarwal who wrote (26108)5/13/1998 4:58:00 PM
From: robbie  Respond to of 97611
 
Re: <<Also, DEC will likely add several quarters worth of earnings drag
to CPQ. DELL and HWP will move in to Digital's accounts aggressively
during this transition>>

Ajay, DEC is profitable on its own now, and will be accretive to earnings in '98. This has been stated over and over, but I'll say it again. As for Dell and HWP moving in aggressively on DECs accounts, CPQ/Tandem/DEC will be moving in aggressively on their accounts as well.

Robbie



To: Ajay Aggarwal who wrote (26108)5/13/1998 5:06:00 PM
From: Maxer  Respond to of 97611
 
DEC will likely add several quarters worth of earnings drag to CPQ.

Ajay- Is this something you read or were told by someone in authority? I seem to remember CPQ anouncements saying pickup in second half.


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