Compaq Message Board - Msg: 3491521

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (17817)	2/20/1998 10:20:00 PM
From: Kenneth R Miller	Read Replies (1) of 97611

Hi Stephen, I've heard that the Semi equipment makers are a little ahead of themselves, but would make a good investment later on. AMAT and NVLS were mentioned, but right now is premature.. since they have some SEA exposure and that is yet to show it's ugly head.. maybe by next quarters earnings report. INTC has been upgraded.. so as long as it shows strength and IBM and GE, but who really knows. The market has surprised everyone to the upside.. even today.. I was expecting lots of profit taking, but Lots of buyers came in to LLY and PFE and DELL. CPQ continues to base.. (not a bad thing as we are building a good support at 35). Let me know when you think CPQ is ready for lift off.. <ggg> Regards, Ken

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