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To: JPR who wrote (16418)1/21/1998 12:54:00 AM
From: Sonny McWilliams  Read Replies (1) | Respond to of 27012
 
Paul and All. CPQ, IBM and Dell.
I feel like running but I have only Merck. It is DMG's focus stock and the No.1 drug stock for 98. What else can you ask of a brokerage that normally has all those bears on? gg. But I am watching.

I can't complain about my portfolio today, it got better as the day went on.

Who knows what IBM will do tomorrow. If it falls enough I could consider it. It may not take a whole qtr. They are still buying shares back. So the stock can still rise no matter what the earnings shortfall. That's if the stock is low enough tomorrow morning. It could get a little boost in the afternoon. All bets are off if CPQ fails.

I heard Mark Haynes and his guest say on CNBC this morning that Maria B. said Lucy Painter cut Dell's price target from 1oo to 90. I found out later that Maria B. said it was CPQ's price target that was cut from 100 to 90 but she still has CPQ as a short and longterm buy. Those guys can hear less than I do some times and they are sitting right there when Maria B. speaks. gg. Of course I had repeated this wrong story on here. It's not always my fault when I report wrong. gg. I had gone through the tape from today and spotted that error while I was disconnected for the last cpl. of hrs.

Hope CPQ will come in great. Umm.

Sonny