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

To: Mohan Marette who wrote (17702)	2/19/1998 4:40:00 PM
From: John Koligman	Respond to of 97611

Hello Mohan, I do plan to sit on CPQ for awhile. It is a bit mystifying to see how this stock moves though, if you still take the view that it is one of the top growers in the PC universe. Hell, even HWP has been moving up over the past few days after missing earnings for the 25th time in a row!!!! John <gggg> PS - And then there is AOL.....

To: Mohan Marette who wrote (17702)	2/19/1998 8:19:00 PM
From: Weekapaug	Respond to of 97611

Mohan, I'll side with you and service factor. IMO what DELL does and what CPQ does, are no longer the same. CPQ chose to become a heavy hitter. DELL is plugging along and staying with what works for them. Just the difference in size and volume between the the two, speaks for itself. CPQ will become a household name in the low cost CPU. DELL will last only as long as the economic expansion continues. DELL is a lot more prone to fall faster then CPQ when the economy slows. But, whenever that is? Is anybodys guess? Ken