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Technology Stocks : Compaq
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To: John Koligman who wrote (40550)12/19/1998 1:17:00 PM
From: rupert1  Read Replies (1) of 97611
 
John: About 3 weeks ago, I posted that if DELL moved down I would buy some. I was promptly told I was "mad" by a certain poster - so I understand your apprehension about being booed. But that kind of comment has not been previously characteristic of this thread.

I noted with interest that rudedog said he would not be adding to his DELL position, although he might not sell, either.

In principle, I think it an excellent idea to have an exit point for CPQ and an entrance for DELL purely as a trading strategy. I still think that from present levels, CPQ is a surer bet for a double in the next twelve months than DELL. But a more depressed DELL could give a nice short-term ride espescially if CPQ has reached a temporary apogee, let us say in January, February.
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