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


To: MarkM who wrote (28837)7/10/1998 9:11:00 AM
From: NickSE  Respond to of 97611
 
MarkM,

I don't think the Street will so much be concerned about Compaq's earnings this quarter as they will be about inventory levels, progress of DEC integration, and outlook for the remainder of 1998. IMO, these factors will move the price up or down. Everyone knows that CPQ is writing off 1998 (due to DEC) so I believe it is important to see that they are making the changes they set out to accomplish. The analysts are already tooting CPQ's horn and it will get louder given some good comments by CPQ.

Caisson