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Technology Stocks : Compaq

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To: tonyt who wrote (86322)11/1/2000 11:58:21 AM
From: Elwood P. Dowd  Read Replies (3) of 97611
 
Do any of the following account for DELL's run-up today while CPQ languishes? 1)DELL reports earnings next week. 2)Capellas spoke negatively on Europe yesterday which prompted the news service to reiterate the fact that CPQ had warned of a shortfall in Q4 due to the Euro. 3)INTC seems to be back in good favor which means that DELL is back in favor, too. 4)Today is Nov.1 and fund managers are adjusting their portfolios. Any other suggestions? El
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