Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Clayton who wrote (18014)	2/25/1998 2:06:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Clayton, Thanks for your response. Yes, Dell and CPQ used to trade in lockstep till the fall debacle. I agree with you that the merger is the only explanation for recent performance, with the possible addition of questions on inventory turns. It may explain post October performance also, I remember J. Cramer making comments to the effect that he thought CPQ would do a deal. It certainly put the brakes on this stock, especially in view of the fact that CPQ put up good numbers in OCT and JAN, and announced a split. The 'kick in the head' for me is when one looks at other techs that have announced splits recently (Lucent, Microsoft, and of course Dell come to mind) and their stock performances!!! John