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Technology Stocks : Compaq
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To: Kenya AA who wrote (47192)2/6/1999 8:16:00 PM
From: barber  Read Replies (3) of 97611
 
Kenya AA
I agree with you that rotation out of techs will be short lived,
but disagree on Csco.They have an outstanding CEO that knows how
to run a company.
The people I am talking to think Cpq waited to long to spin off
Alta Vista and hurt potential value.With Dis and Yhoo possibly
in some form of talks and Ge and Lycos talking,could take steam
out of Alta Vista.
Flying back from Texas this week had a interesting discussion about
oil stocks with a oil well driller,said keep your eye on SFY,HEC,COHO
and OIL,for what it is worth.

Good Luck
barber
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