Compaq Message Board - Msg: 3446447

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Technology Stocks : Compaq

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To: ed who wrote (17494)	2/16/1998 7:42:00 PM
From: Mohan Marette	Read Replies (1) of 97611

There is no way CPQ and DELL can both do well, the size of the pie is fixed* , one have to sink!!!* Isn't it wonderful we are all entitled to our opinions? The size of my 'pie' is not fixed but rather it is an ever expanding one with an infinite horizon,at least in this early stages of the game. CPQ at this point is well under valued. While DELL is way over valued. I do agree with the former statement and as far as I can tell the latter is yet to be proven and I have decided to hold both until the story changes, and I hope I get some sort of a signal beforehand. As for right now, I am into money on both,DELL more than CPQ at this time, but making money nonetheless and hope to make a lot more on CPQ in the not too distant future.

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