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Technology Stocks : Compaq
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To: Night Writer who wrote (25968)5/10/1998 12:21:00 AM
From: Jack T. Pearson  Read Replies (1) of 97611
 
Night Writer,

InfoWorld looks like a good site. I get the magazine every week.

I think what happens to DELL depends on the earnings (May 19, after the market closes). I think the recent run-up is due to expectations that Dell will beat the earnings estimates. IMHO, if they don't beat it by a wide margin, DELL will pull back 15-30% (to where they were a month ago!) then go sideways for a couple of months. After Dell reports earnings, I suspect a significant amount of DELL money will cycle over to CPQ and move CPQ prices up through the end of May.

Jack
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