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Technology Stocks : Compaq
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To: John Koligman who wrote (47026)2/5/1999 12:27:00 PM
From: rupert1  Read Replies (1) of 97611
 
John: That EMC chart is extraordinary - do you really feel comfortable buying in the upper quarter of that run-up. Actually I wouldn't know a high end storage whatyoumacallit if I tripped over it. As Warren Buffet says, invest in something you understand (or think you understand). It can be very satisfactory getting an annual report from a mining company with glorious coloured photos of their open mines.

Do I take it that you would be interested in LSI if it dropped to $12. (I remember when you were interested in it when it was $30).

CMPL holding its own with a gain today - I seriously think this is a value "semi-internet" play which might get some appreciable upward movement when its earnings and name change is announced soon.
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