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Technology Stocks : Compaq

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To: John Koligman who wrote (46516)2/1/1999 2:41:00 PM
From: Night Writer  Read Replies (1) of 97611
 
John,
*************OT*************
I take it you feel that the oil producers will rebound more quickly than the oil service stocks?

I'm not smart enough to know the answer. When I first looked at the oil companies, COC looked like the best deal at the time. TX was going for $58 at the time and is around $46 today. I was bottom feeding for a one year to 18 month double. I just put an oil company tracking portfolio up on SI last night. So I do have oil on my mind. Also might look at steel again. I think it is way too early for steel though.
NW
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