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Technology Stocks : Compaq
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To: OD Bobo who wrote (29219)7/15/1998 3:47:00 PM
From: ioioioi   of 97611
 
I understand the argument. I dumped most of my CPQ after its purchase of TDM. I have a core holding in DELL and CSCO.

The only reason I hold CPQ is because of my strategy to hold #1 and the #2 in every sector I believe is growth. CPQ is a smaller number to digest. ($30) than DELL (115). I can buy 300 shares approx of CPQ to every 100 of DELL. So far DELL has gone up nearly $3 for every $1 move for CPQ. But I am assuming the run will not last a long time for DELL.

BTW I also hold LU in the networking sector (CSCO and LU), DELL and CPQ, PSFT and SAPHY and MER and JPM.
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