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Technology Stocks : Compaq
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To: Night Writer who wrote (86300)10/31/2000 1:53:13 PM
From: Bosco  Read Replies (2) of 97611
 
Hi NW - saw Joe B last nite on PBS NBR [do you write for the show <VBG>?] Didn't get the target, but he seems to be more into value tech [he cited MSFT and INTC] but wasn't high on CSCO [thought it was still too rich in valuation.] I think he said 40% in tech. He did not mention CPQ by name, but it is hard to find a better value tech all around <G>!

Obviously, I disagee with him since I am 150% all in tech, but a big bundle in NT

best, Bosco
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