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Technology Stocks : Compaq
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To: Chas who wrote (6675)10/15/1997 10:44:00 PM
From: Jack T. Pearson   of 97611
 
DELL and CPQ are in excellent positions to grow during the next year to 18 months. Both are agressive and well managed. They serve complementary markets with little direct competition--but that will change as Compaq trys to sell direct. Dell's P/E is higher. I would think it would be easier for CPQ to make significant gains, but every time CPQ climbs on good news, DELL seems to match or better it. I am holding mostly CPQ until the earnings run I expect shows signs of stalling out. Then I will switch to mostly DELL. Last quarter DELL ran up significantly. When DELL stalled, CPQ had started its runup and continued for another 4 weeks.
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