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Technology Stocks : Compaq

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To: rupert1 who wrote (49565)2/27/1999 9:48:00 AM
From: Key West  Read Replies (2) of 97611
 
Victor,
Can't say I've had a chance to study CPQ 10k, but one can assume the market has done it for me already.
What is your read on the fact that CPQ is down over 31% since its blowout earnings, while Dell is down 25% since hugely disappointing revenue numbers.
I wrote covered writes on both Dell and Compaq Friday, so this is a legitimate question. If you can't respond seriously, don't bother as I have no desire to mix it up with anyone here, just to capitalize on what could prove to be a money making opportunity at this juncture.

Gene Piccoli
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