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Technology Stocks : Compaq

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To: Loki who wrote (57899)4/14/1999 3:26:00 PM
From: JRI  Read Replies (2) of 97611
 
<OT> Dell? You're asking me? <G> For some reason, Intel report seen as negative for Dell (but not Gateway, apparently)..Dell will probably not have its normal, explosive 4 weeks before earnings run, but it hard to imagine it won't make it back to 45 before earnings...

In any event, once the fear is gone here, and it should be soon (1-2 weeks) all boxmakers should steady, but stock appreciation may be slow until we see an above-average quarter...Q3? who knows...

Dell still a great stock long-term...if you like 25-40% a year...
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