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

To: Night Writer who wrote (44374)	1/20/1999 4:43:00 PM
From: rudedog	Read Replies (3) \| Respond to of 97611

Have not heard any flat market discussions. If we are talking about the tech sector, I think PCs will be maybe 17% to 20% worldwide, and about the same for big iron. But the value of CPQ's 97-98 positioning should push them to a big multiple of that as they start to cut into SUN and IBM territory with big iron, enhance their storage business at the expense of EMC and IBM, and grow the services business. All of those areas could grow by 40% or more IMO. And who knows what other rabbits CPQ will pull out of their hat next year?