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Technology Stocks : Compaq
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To: PCSS who wrote (85277)10/5/2000 1:51:38 PM
From: rudedog  Read Replies (1) of 97611
 
Michael - I'm taking advantage of this - I sold a bunch of my SUNW 2002 LEAPs late yesterday - nearly a 4 bagger - and early today and am buying CPQ 2002 30 LEAPs - the WKPAF - currently a "blue light special". And buying April 2001 27.5 CPQDY calls, also a good buy. I have faith that CPQ will deliver the numbers. No such faith in DELL after yesterday. They still have not adjusted earnings guidance, which may or may not be a good move. My sense is that DELL will do a replay of CPQ in 1999, slowly drifting down on any negative and not coming back up with the positives, at least for another 6 months.
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