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

To: Lynn who wrote (72363)	11/19/1999 5:03:00 PM
From: Paul van Wijk	Read Replies (1) \| Respond to of 97611

Lynn, I've also been a Dell-head for a long time. But sold at a PE of 80. I still believe Dell is the best PC-company. But PC's are like a black and white TV while the first color TV's came to the market. It is no longer about PC's, it's about non-stop E-Business. The same goes for MSFT and Oracle. The rally started with the keynote-speech from MC at Oracle's Open World. Oracle is #1 so it's a real honour for MC. Every company wants to deliver this keynote-speech. Oracle is up over 200% in a year. I really like CPQ-ORCL become close, and so does my portfolio. Paul