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Technology Stocks : Compaq

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To: fooledalot who wrote (43785)1/16/1999 10:24:00 AM
From: rupert1  Read Replies (1) of 97611
 
fooledalot: ORCL cost me and millions others a lot of money early last year when it tanked to about $22 on concerns about exposure to Asia bringing the general market with it. Subsequently, CA followed the same route: lately SAP has been struggling. I don't follow ORCL, feel a bit uneasy about its Chairman. If I were investing in that group it would be with CA - which is a very volatile stock, but which will eventually return to about $60 sometime this year. I also like PSQL (rudedog's tip) for the medium term.

I wouldn't worry about my views on CPQ. It is recommended by most of the investment community heavies. You will make money even at $46. Don't let my opinion cause you to delay - you may not get it cheaper. Calculate the risk of paying $46 now against the possible chance of buying it at $44 next week or having to pay $48 or more.
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