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Technology Stocks : Compaq

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To: rupert1 who wrote (56952)4/11/1999 1:39:00 PM
From: Ibexx  Read Replies (1) of 97611
 
Hello vic,

Among the four horsemen, DELL occupies the least amount of space in my "long" portfolio. However, due to its rather predictable volatility--relatively speaking--I've been an avid player of DELL options.

Re. our previous dialogue(s), I can't remember a thing of what I said, except (vaguely) that we'd exchanged "college" information of Oxford. I was there in summer of 1995, working at Worcester College.
(Those medieval doors and corridors still haunt me.)

Regards,
Ibexx

PS: My personal opinion is that DELL will be okay. The company plans to significantly expand its product base to include service and aggressive spearheading into the high-growth emerging market. It's already happening. I dare say that I would bet on MD anytime over EF--looks and brains and everything else. <g>
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