COMPAQ - WHAT'S LIES AHEAD ?!? Message Board

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Technology Stocks : COMPAQ - WHAT'S LIES AHEAD ?!?

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To: GNB who wrote (6)	2/13/1999 3:15:00 AM
From: Lbags	Read Replies (2) of 17

GNB, Congratulations on your timely sale. I wish you well with your CPQ investment. It may very well be time to move money out of Dell. I guess we may know the answer Tuesday afternoon. I for one, as a Dellhead, will maintain my position through earnings. I have been in the stock for a couple of years so I can withstand a further sell-off. I have to believe after reviewing the Dataquest numbers that Dell will meet/beat the street's expectations with regard to EPS and revenues. It's funny how negative comments made by a couple of analysts can cause a stock (and the entire Tech sector) to sell-off. What about all other other analysts that follow the stock? Are they all of a sudden idiots? All I can say is if Dan Nile's call turns out to be on the money, we may have a major sell-off come Wednesday. If he's wrong, he'd better find a rock and a hardhat because he cause a lot of people to lose money today. Oh by the way, if Dell does disappoint, I may very well be one of those handing you some of my shares as I head for the door. Good luck. Kevin

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