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

To: hitesh puri who wrote (17200)	2/11/1998 12:07:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 97611

it's partly internet sales that is helping spur Dell's rise; as Dell continues to work this area it will continue to support a high pe. compaq has other strengths; direct internet sales are just beginning

To: hitesh puri who wrote (17200)	2/11/1998 12:20:00 PM
From: Joe Antol	Respond to of 97611

Hi Hitesh: re: DELL (GRRRRR...) well your explanation is as good as any. I am still kicking myself for dumping at 93 (had a 500 position at 79). DELL has been incredible! I know I took $ off the table, but nothing but nothing seems to push it down. I don't even go to that board now (I don't want to be reminded <g>). Anyway, re: CPQ, I agreee wholeheartedly. Have held positions long time, and agree this is going to get better and better. Considering more at these levels also for the long run. Regards, Joe...