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Technology Stocks : Compaq

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To: robbie who wrote (50003)2/26/1999 2:11:00 PM
From: Michael Kucera  Read Replies (1) of 97611
 
robbie, I agree that CPQ has never fully communicated with the retail investors very well in the past and after today they obviously don't plan to change that for the future. I am also selling near 50 for good. I think DELL will take the #1 position very shortly b/c no other pc maker can get their act together (CPQ is the only serious competitor IMO). I had a near heart attack when I saw CPQ open down 6 this morning, but after seven or so beers I am feeling bettre and by the close I hope to be unconscious so as not to see the closing price the same as last year at this time!
Cheers!
-Mike (ring the dinner bell when CPQ hits 49 3/4 so the pain will end)
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