Compaq Message Board - Msg: 7635268

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Technology Stocks : Compaq

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To: Knighty Tin who wrote (46630)	2/3/1999 12:11:00 PM
From: uu	Read Replies (1) of 97611

Dear Burke: > I would bet on Dell and Compaq to continue to gain market share if the stocks weren't between 200 and 500% overpriced. Interesting indeed! If I recall correctly not more than 4-5 montsh ago you said the same thing about XLNX when the stock was in the high $30's (and the semi industry in general) (- and after of course mocking me with your usual arrogant idiotic attitude)! If I recall correctly in case of XLNX you basicaly said the stock (at $38) was overpriced and was doomed to go down big time. Well, 4 months later XLNX is in the low $80's and their business (and in general semi industry) has started its long awaited boom! Now I have a hard time understanding how can semi industry go through a period of prosperity and boom without the PC industry participating in that boom! But then again who am I to argue with you? After all you are a self claimed god of investment and I am just a small investor! Best Regards - Addi

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