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

To: Venkie who wrote (42404)1/6/1999 2:37:00 PM
From: Roads End  Respond to of 97611
 
Venkie...CPQ can be played safely any number of ways right now on the long side. Unless the market tanks over the next 30 days I would expect to see it move $50 with the normal daily fluctuations of a point or more.
Steve



To: Venkie who wrote (42404)1/6/1999 2:43:00 PM
From: Lynn  Read Replies (1) | Respond to of 97611
 
Venkie,

Read my posting of last night if you want the opinion of a long-time CPQ shareholder who is not into TA:

Message 7121024

Regards,

Lynn



To: Venkie who wrote (42404)1/8/1999 7:33:00 AM
From: rudedog  Read Replies (1) | Respond to of 97611
 
Donnie -
I spoke with a CPQ manager last night who told me he had been working the 30th and 31st on year end shipments. The interesting part was that he was getting stuff routed so that it would ship AFTER the 1st - i.e. pushing the revenue into '99.

IMO this means that the 4Q numbers are in the bag - there is no way any product group would do that if there was any question about 4Q numbers. Now they are trying to get a headstart on 1Q99.


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