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


To: Elwood P. Dowd who wrote (31386)8/21/1998 6:42:00 AM
From: S.C. Barnard  Respond to of 97611
 
I caught that too. So much for Kurlak re: INTC!



To: Elwood P. Dowd who wrote (31386)8/21/1998 8:01:00 AM
From: Lynn  Read Replies (2) | Respond to of 97611
 
But Merrill Lynch downgraded Intel today (Friday) from LT Accumulate to LT Neutral.

Question: Are people posting about Intel here on the Compaq thread as a factor to be considered [demand for Intel's chips] in evaluating Compaq's performance short/mid/long term?

Lynn



To: Elwood P. Dowd who wrote (31386)8/21/1998 9:28:00 AM
From: MarkM  Read Replies (1) | Respond to of 97611
 
Usually you just hear about the upgrade after the fact. When they say they "plan to announce an upgrade" what does that mean? There is a meeting sometime during the day when it comes out? Any idea what time this upgrade happens?

Thanks.



To: Elwood P. Dowd who wrote (31386)8/21/1998 10:49:00 AM
From: Aitch  Respond to of 97611
 
Thread,

Eugene <someone> from J. Montgomery Scott (sp?) just interviewed on CNBC. Didn't listen too hard, thats why I missed the name, but recommended CPQ as a good buy, especially at these levels...

H



To: Elwood P. Dowd who wrote (31386)8/21/1998 5:25:00 PM
From: Night Writer  Respond to of 97611
 
El,
Ashok Kumar has a technology background. I think his calls on INTC have been more enlightened then Kurlaks. However, Kurlak still impacts INTC and CPQ because he has so many buy side people listening to him. In my opinion, ML will not up grade CPQ with out an up grade on INTC. Too bad, I think Kurlak's ego is involved some how. They are blowing the call for their clients.

When he does reverse and up grade,both stocks will jump.
NW