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Technology Stocks : Compaq
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To: jim kelley who wrote (56092)4/8/1999 9:14:00 PM
From: Key West  Read Replies (2) of 97611
 


Jim,

Go easy on Victor, he has been long Compaq the last few months. I wouldn't wish that angst on anyone.

Although there is no doubt in my mind Dell will win the PC war long term, I can't help getting the feeling we are close to a short term bottom on this channel stuffer.

Gene
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