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

To: rupert1 who wrote (80420)	3/29/2000 10:51:00 AM
From: rudedog	Read Replies (2) \| Respond to of 97611

Victor - thank you for your (as always) succinct and cogent commentary. I will try and control my focus on past triumphs and instead look forward to new glory... As far as TYC, you may have been one of the ones who originally induced me to buy in... as I posted here, I also took a big LEAP position when the stock tanked, 400 ZPAAF Jan '01 30 LEAPs, which I got at 6. They closed yesterday at 24 1/2... That is certainly an example of a company where management understands shareholder value. 18.5 times 40,000 is a respectable number... CPQ is up 2% over the last 2 weeks - since I made the last adjustment in my position by selling down my DELL position (at 54 1/2) and adding NOK, while increasing JBL and CIEN. Among my 10 core holdings, we have the "better than CPQ" class over the same 2 weeks: NOK seems to be on a roll, I put about half of the profit from the recent DELL sale into that. I am up about 20% in 2 weeks... I think they are well positioned to keep on trucking for years. TYC about 5%, MSFT is up a little over 10%, INTC over 15%, CSCO about 12%. In the "Worse than CPQ" group, DELL is up only 7/16 in the same 2 weeks, or about 1%... CIEN is down 6%, JBL up a little over 1%, JDSU down less than 1%, LU down about 1%. So based on the simple metric of how my portfolio has performed since I made my last adjustments, would one conclude that NOK, TYC, MSFT, INTC and CSCO are managed better than CPQ, while DELL, CIEN, JBL and LU are managed worse??? Or can one take comfort in the fact that this stock is exactly in the middle of the pack in a group which includes some solid high performers?