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

To: Liam who wrote (44433)	1/20/1999 11:36:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Liam - Weather in Houston was perfect today - 70's in the morning, high about 80, nice wind. Wife and I spent most of the day doing yard work just to be out. I think that CPQ can show more like 30% at least for a few years, since I expect them to completely dominate the high end of MSFT's business. After all, there is nothing else which will run NT64. Services should be pulled along with that. Maybe 30% is too conservative given some of the other things they are doing. So I am thinking more like 80-90 in 99, reflecting the forward-looking growth. Maybe a split in the 80's. We might hit 60 in the next few months.