SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Elwood P. Dowd who wrote (43361)1/12/1999 11:02:00 PM
From: PCSS  Respond to of 97611
 
Just my 2 cents about CPQ tomorrow ...

As per my earlier explanation of the 46 5/8 , the "actual" last aftermarket trade was at 47 1/8 ... therefore CPQ should increase from 47 1/8 and go a lot higher maybe reaching 50.

INTC's earnings discussion was very positive lookforward, the only area of weakness was the low-end Celeron chips. As INTC has stated it was their mistake for taking their eyes off this low-end retail segment and that the chip business probably went to AMD .... meaning a) there were significant sales by 'box makers' in this segment and b) in my mind, if AMD did get this chip business then CPQ should have done very well here. So with CPQ being INTC's best customer and CPQ most probably having done well in the weak INTC arena .. CPQ should benefit greatly !

Michael