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

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

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To: rudedog who wrote (10)	2/22/1999 4:00:00 PM
From: Lbags	Read Replies (1) of 17

Rudedog, I maintained my position (like I posted) and lived to regret it. Unfortunately, I added to my position when the stock was around 101 so I will hold on for now. What is your take on Dell's Q4? Do you think CPQ is stealing market share? I was quite certain that Dell would meet/beat their EPS and Rev. numbers given IDC's data. Looks like IDC was off with their data. It puzzles me where Niles got his numbers while all the other analysts missed. As far as moving money into CPQ, I think I will wait until after earnings. If the numbers and outlook look good, then I may jump back in. I may miss a run up, but if EP and EM are being upfront, there will be a lot of money still to be made. Kevin

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