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Technology Stocks : Compaq

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To: zalesky who wrote (17777)2/20/1998 7:02:00 PM
From: Bazmataz  Read Replies (2) of 97611
 
I'm sorry but I disagree. Granted, I own some CPQ and hope it goes higher. But the fact is, the money IS flowing into DELL. There are many reasons why, and none of those will change over the weekend. The money is flowing into DELL for very positive reasons and very positive future outlooks. Why, all of a sudden, without any inciting factor, would the money decide to LEAVE DELL and avidly accumulate CPQ?

The reason DELL is being assigned its higher price is in its earnings report and future outlook. It's not a false runup. It's not JUST momentum (although some of it may be). It's not on rumors and innuendo. CPQ just doesn't have it yet - and there's no reason to think Monday will be any different from today.

Sorry, just OMHO.

BC
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