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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

3:59 PM EST

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To: Jim Patterson who wrote (39421)	4/28/1998 10:15:00 PM
From: Paul Kent	Read Replies (3) of 176387

<<So that, Long CPQ and short DELL may become a trade.>> I almost pulled the trigger on a ARB between DELL and CPQ when the fools announced they buy Digital. Shoulda, woulda, coulda. How do folks out here handicap the race between CPQ and DELL a) till DELL earnings b) for 3 months c) for 12 months... Is it still a crazy idea to short CPQ and buy DELL, or are the bad news really priced into CPQ now???

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