Compaq Message Board - Msg: 4828379

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Technology Stocks : Compaq

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To: robbie who wrote (27495)	6/11/1998 9:36:00 PM
From: Sabrejet	Read Replies (1) of 97611

Robbie, I admire the person who holds for the big kill over the long term. Congratulations to those who do. I only referenced the last year if one was better off? Many are! Things are much different in the pc marketplace now then one year ago, agreed?! When the pc environment became hyper-dynamic, as I compare it to, where did the leaders fall? CPQ has yet to adjust properly. Congrats on your DELL puts! I disagree with your reference "...the fact is that CPQ's long term return is much higher than any momentum investor can hope for". Not this one! sz

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