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Technology Stocks : Compaq

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To: Captain Jack who wrote (93502)10/28/2001 12:33:00 AM
From: Night Writer  Read Replies (1) of 97611
 
CJ,
I remember you saying to buy COMS. Regret I did not buy at the time. Balance sheet is strong. Stock was cheap.

GX is OK and stock is really cheap. Has lots of fiber and growing revenue. 96 1/2 million shorts on a 530 million float. Money to make it for a year or more. If they turn a profit before they run out of cash, it will go to the moon.

Looked at AAI MG report. It could have some tough times coming. I want to look at the hotel business first. HOT may recover faster then the airlines.

Nothing new with CPQ. I'm sitting on it and the Put arb play.
NW
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