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Technology Stocks : Compaq

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To: Night Writer who wrote (36640)11/16/1998 11:23:00 AM
From: Elwood P. Dowd  Read Replies (4) of 97611
 
NW did you see the guy named Katz on "Taking Stock" about an hour ago??? He said that DELL is a "Sell" and that it should be sold into any strength/rally. Said buy CPQ as it is more well-positioned going into the future. Also talked about DELL's extreemly high multiple and the risk in the event of bad news. El
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