Compaq Message Board - Msg: 504503

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Technology Stocks : Compaq

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To: michael c. peterson who wrote (898)	12/2/1996 5:25:00 PM
From: Leo Francis	of 97611

Mike, Your premise is that the cash poor clones will survive. I believe, the strong will survive, and thus I obviously disagree with you. CPQ has positioned itself strongly in many fronts.(Critical Mass) I believe it is prudent to bet on the strong fighter, not the weak fighter, hoping for a sucker punch. Again, I am advocating investors to invest WITH the trend. Wait for a reversal. CONFIRM the reversal. And then invest with the NEW trend. And now the trend is definitely LONG for CPQ, with a reversal a very small probability. LF

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