Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Paul Reuben who wrote (49805)	7/5/1998 3:47:00 PM
From: Jack T. Pearson	Respond to of 176387

Re: Washington Post article on Compaq. IMHO, Compaq is in deep doodoo. The channels didn't get purged as rapidly as initially forecasted. The write-off for restructuring is twice the initial estimates. The expected quarter they will earn a profit has slipped from 4/98 to 1/99. All of this in the last six months. Analysts say Compaq is a good investment. I'm not so sure. They are a very big company now. It may simply take them longer to change when the market changes. I pulled out about two weeks ago. Won't go back until I see REAL EVIDENCE of positive change with respect to the PC market. The only good news in the PC market this year has all come from Dell!