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Technology Stocks : Compaq
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To: Stonehenge who wrote (16323)2/3/1998 12:18:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Stonehenge - In my opinion, it's best to buy when the chips are down. Over the past few months I've been buying AMAT/INTC/BA/CPQ/LSI, all were really beaten up, all are quality stocks, and all are starting to recover nicely except for CPQ. As I mentioned yesterday, Dell is rapidly catching up to CPQ's market cap with 1/4 the sales. Not to say Dell is a bad company, but I think it bodes well for CPQ making a nice move sometime this year, the 50's would by no means surprise me.

John
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