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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Windseye who wrote (66876)	8/23/1999 1:02:00 AM
From: Charles R	Read Replies (1) \| Respond to of 97611

Windseye, <I have sold a SEP 27.5 CALL, and I plan to sell an OCT, but probably at 30. I just have a sense that the "fall" effect will take place in Sep and drive the price up a bit. No real data, just a hunch based on prior year's perfomrance and the gradual shift into being a more sanely run company. How fast it changes I don't know--- I wonder if it really will hit 30 by year's end, even with a good Christmas season. I suyspect it depends on the $ it shows WS, AND how well WS percieves that the CEO is really walking the walk.> Thanks for your input. I am surprised that you are this downbeat on Compaq even with the Christmas season. I am expecting Compaq to have a super PC season if AMD delivers the speed grades that people are expecting. Lots of good margin dollars on those high end machines. Chuck