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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: John Hauser who wrote (28086)	1/21/1998 2:21:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

John: You have some good points here, however... <<< It's my guess that swapping all of your Dell for CPQ would be a good idea.>>>> Then I get to meet the tax person ... <<<< CPQ will outperform Dell significantly this year (and especialy short-term)>> Neck and neck so far <<<< The percentages are in your favor holding a $30 stock vs $94. It's more likely for a $30 stock to increase 20% ($6) than for $94 stock ($19>>>> And if Dell splits 5/2 in Feb becomes a $37 stock???? Am just kidding but things do happen, like more good news from Dell So jbil has finally started up, but IMO cpq,csco, asnd, sunw have "turned the corner" in a more solid manner Money seems to be coming back to the techs from wherever it was placed for safekeeping. Good luck SES

To: John Hauser who wrote (28086)	1/22/1998 12:14:00 AM
From: Sig	Respond to of 176387

John: <<< It's my guess that swapping all of your Dell for CPQ would be a good idea.>>> Thats a good call today with CPQ up equivalent to $5 sh. Best I could do was FOM, which split 3/1 today and is up a buck. Now it will be interesting if cpq continues on up , as it did after the last split. It is still not clear what held cpq back so long. Can the volume leader on the nyse be manipulated??? Perhaps, I guess, as analysts were trashing the entire computer sector and also the entire market because of SEA. Tommorrow we hear from GTW,iom, mspg, voclf, klic. No sweat, I dont own any of those. Sig