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

To: JDN who wrote (55946)	4/7/1999 2:52:00 PM
From: Kenya AA	Respond to of 97611

Graham Tanaka from Tanaka Capital on with Ron now was asked by a caller about CPQ ... He said that CPQ is "no doubt cheap here," but he has concerns about CPQ "trying to do the impossible" which he defined as trying to use two different types of "distribution" systems - retail channel and direct sales via the net. He thinks CPQ is going to have a real tough time getting this to work. Ron asked about the DEC acquisition. Tanaka said that he thought it was a "very smart move" on CPQ's part. In general, he said he thought tech earnings for this quarter would be better than expected.