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Technology Stocks : Identix (IDNX) -- Ignore unavailable to you. Want to Upgrade?


To: David who wrote (11634)12/8/1998 12:26:00 AM
From: Night Writer  Read Replies (1) | Respond to of 26039
 
David,

Food for thought.

Dell and Comapq are bitter rivals. Dell has Bio ID on a mouse. Compaq attaches to side of monitor. If Compaq decides a mouse is better due to competition with Dell. We better have a mouse ready.

Second, Compaq stock had a break out today on good news. Margin is going to be closer to 30% then 27% per meeting with Mason CFO of CPQ.

Investors might start looking for Compaq suppliers to invest in. This could be good for us.

NW