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Technology Stocks : Compaq

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To: Jack T. Pearson who wrote (6699)10/16/1997 1:08:00 AM
From: Chas   of 97611
 
You think CPQ will stall tomorrow even after the upgrade and prediction to 100 target? I remember the stall with Dell last time,and CPQ took off. I can imagine some profit takers tomorrow, but what compels me to hold on to CPQ is Tandem which the more I think about the marriage, might be just the thing CPQ needed to balance the low consumer low margin business with strengthening the high end server end of the business. Tandem should be able to help with the ledger side as well. I am torn between taking profits and moving totally over to Dell or holding til Nov Dell announce date. No guts no glory.
One thing I dont like about CPQ is the price swings/ Dell is much more
stable. Also might be prudent to sell some shares and be on the side line with some cash and be ready for some opportunities as we see some dips over the next 3-4 weeks. We can count on some dips..
Were you tempting to buy a few Intel shares today? $86 was tempting,
just seemed like Dell was a better buy right now, wait for another dip.
Good luck tomorrow.
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