Compaq Message Board - Msg: 7926886

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Technology Stocks : Compaq

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To: Yargnad who wrote (49005)	2/19/1999 8:42:00 PM
From: Kenya AA	Read Replies (1) of 97611

Yarg: Well, I sure remember one insider sale! <ggg> I believe it was just prior to the December earnings release - how prescient! I don't know if the DELL money is flowing into CPQ at the moment - I think it's in cash. I think it will flow into CPQ once the correction/consolidation is over and some leaks on Q1 sales are out. You have to remember that we were at 42 when we knew Q4 was going to be great and CPQ was going to do "something" with AV - there really hasn't been any more substantial news since then to move the stock to 50 and keep it there. In fact, it's been about the opposite - sometimes I wonder if DELL is ever going to cease being a thorn in CPQ's side. If ain't one thing with DELL, it's another! <gggg> K

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