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

To: Robert Voigt who wrote (8818)	11/11/1997 9:21:00 PM
From: Kai-Uwe	Respond to of 97611

I would agree with Steve that most likely CPQ will issue some kind of statement in early December. Generally, the last 4 wks. are a gimme for them. Dell is in the spotlight at the moment as the financial guru's (as they like to be thought of) seem to think that they pioneered the latest stage of the PC revolution, which of course is as outdated as the concept of a PC revolution. If Dell's earnings disappoint, especially in the longer term, the whole IT sector will suffer for a while until some other lead goat is chosen. If they're okay, then Dell will rise astronomically, but the rest will not be gravely affected. Funny that is! K.