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Technology Stocks : Compaq

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To: Jimbo Cobb who wrote (37184)11/23/1998 12:34:00 AM
From: Steve Dietrich  Read Replies (1) of 97611
 
I'm a long time lurker, and seldom post. Though i much prefer El's posts to Jimbo's, he's right on this one. A fully independent over valued Alta Vista would add next to nothing to the value of a giant like Compaq. Then again, momentum being as un-fundamental as it is, who knows?

I've owned Sun and Compaq as my main holdings for over a year now, got in on both in the low 30's. Sun is finally paying off, i think it's about time for Compaq, might take one more earnings report...

Steve
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