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Technology Stocks : Compaq

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To: Andreas who wrote (18824)3/2/1998 7:59:00 PM
From: Maxer  Read Replies (1) of 97611
 
Andreas:

Thanks for your comments on Ekhardt vs. Dell personalities. I agree that hype and bs is what drives a lot of what is going on with the CPQ vs. DELL stock prices. Dell is a great salesman.

But watch what's going to happen in the next 6 weeks. As earnings start to leak, Compaq will jump. I would think we'll see $40.

Dell will do well also. I just wonder what will happen if their higher cost of production catches up with them. Sure wish I had bought Dell back a little while ago- when it was around $80. But there will be a pullback. Just wait.
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