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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Jeffery E. Forrest who wrote (9099)	11/12/1997 8:46:00 PM
From: Dwight E. Karlsen	Respond to of 22053

Money to be made on Dell long or short? I presume long, as you expressed interest in Dell @ $70. The chart on Dell isn't exactly pretty though, and PE is still high for a boxmaker. I like Dell, but the conventional wisdom is that the $1,000 PC rulez, and Dell has refused to compete there. CPQ took 70% of store sales in Sept. That's attention grabbing. I'm actually looking more at CPQ for a long play. I'm just a little worried about how far Dell could go down, if profit-taking accelerates. Dell may be the biggest part of some mutual fund's % gains. DK