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

To: CGarcia who wrote (33744)	10/2/1998 8:49:00 PM
From: John Koligman	Respond to of 97611

We may get a better inkling as far as any 'surprise' over the next two weeks. Last time there was a surprise the stock went down for 13 straight days prior to the 'surprise', which was the infamous inventory problem back in February. Seems that word gets out to trading desks on CPQ. If the stock continues sliding while the market and other computer stocks hold up, that may be your answer in regard to the quality of the quarter's numbers. Here are some numbers that hopefully will be corrected to our benefit sooner rather than later... Current market cap from SI profile - Dell -> 87 B, CPQ -> 47 B John