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

To: ed who wrote (17736)	2/20/1998 3:00:00 PM
From: John Carson	Respond to of 97611

Ed, You are probably right about the same money that moved DELL will move CPQ later. CPQ seems to be lagging DELL by 3-4 days on price movement. If you plot CPQ and DELL on the same graph for the past month one can see that. Also, CPQ has moved exactly the same as DELL, percentage wise, after this 3-4 day lag period. If the same pattern holds true, this ongoing 15-20% additional spurt by DELL should be matched by CPQ by the middle of next week sometime if the market is, indeed, efficient. Of course, war with Iraq may disrupt all this, but the way it is going now it seems CPQ will hit 40-42 by the end of next week. Why there is a lag time with CPQ while GTW, MUEI and INTC closely follow DELL, I do not know. It probably has something to do with the DEC acquisition. John Carson