Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elwood P. Dowd who wrote (13585)	1/14/1998 8:27:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Stephen - Dell's got the higher PE because they have been growing faster than CPQ. That doesn't bother me at all. The divergence does though. Part of it is the institutional selling, and the other part may be that those institutions are not buying due to the 'channel stuffing' stories. All I know is that the tape tells the tale and the tape on CPQ stinks. It shows absolutely no strength (again, I would not be so concerned if Dell and HWP were acting the same way, but they are not, especially Dell). Then again, look at how Intel is trading. By the way, where the hell did that rumor about EP leaving come from? If that occurred, we could look for a nice ten point pop, in the wrong direction..... John