Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Red Scouser who wrote (46236)	1/30/1999 11:14:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 97611

So now it's a wait until the analysts give CPQ there blessings. The fuse is lit. What's you take? I think the analysts will be positive, but not exhuberant. We will see lots of LT Buys, a few Strong Buys. They will say things like "looks like CPQ has completed its DEC integration". And "CPQ will take DELL head to head with its new web strategy". The mystery of AV ownership will cause some confusion that will make them cautious about the valuation of that enterprise. The MMs are looking for new places to put money. That will be good for CPQ. jmho, of course, but I am excited. Next quarter is very, very critical.