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Technology Stocks : Compaq
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To: Night Writer who wrote (33261)9/22/1998 6:22:00 PM
From: D. Swiss  Read Replies (2) of 97611
 
Night Writer, I do own CPQ, but a small position relative to Dell. I do feel there is upside in CPQ and GTW, but not as much as Dell which is blowing the doors off of everybody and will continue to do so. The cherry on the cake is Dell beginning to ship high end storage devices which they are taking orders for as we speak ($30 billion market).

Having said all that I do believe CPQ and GTW will prosper as well in the second half, but Dell will be the primary beneficiary.

:o)

Drew
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