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Politics : Idea Of The Day

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To: Jerry Olson who wrote (15052)	11/24/1997 3:09:00 PM
From: Gaston Teran	Read Replies (2) of 50167

Folks, I'm surprised to hear virtually no speculation regarding what DELL will announce this afternoon. I expect Dell's announcement to mirror Compaq's, which means beat FirstCall by a cent or 2 but the stock to go down slightly tomorrow since they didn't post blowout numbers. Right now I have my eyes on Compaq which is looking VERY attractive to me and I may pick some up if Nikkei and Dell's non-blowout numbers combine to throw CPQ under $60 tomorrow. Gaston

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