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

To: Night Writer who wrote (86744)11/13/2000 11:28:05 AM
From: Richard Habib  Respond to of 97611
 
I'm a buyer in here. While I feel some stocks are still overpriced, Intel, Dell, CPQ, etc look reasonable. Some of this should be transitory based on election uncertainty. I'm relatively optimistic at this point that whoever gets in will have to go to the other side and offer large concessions. I could see a scenario where we get the best of both platforms. Rich



To: Night Writer who wrote (86744)11/13/2000 11:39:15 AM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
NW.... there's no doubt, that with HP's disappointment today, the "crown" that you referred to last week is there for the taking. "This week," as you suggested, may be too early but if CPQ can meet or exceed Q4 earnings or confirm prior to the release that they are at least on track, then there is a good chance that there will be a coronation in Houston soon. El


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