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: Elwood P. Dowd who wrote (18266)	2/26/1998 7:18:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

I know Stephen, but so far his calls have been pretty good so I thought I would post for general thread info. He also thinks Dell will accelerate on the upside over the next few weeks as the market realizes what is going on. If that is the case, Dell's market cap will shortly exceed CPQ's. I don't expect CPQ to roll over and play dead, but it looks as if we will have to wait till further merger guidance appears. If this inventory stuff does pan out however, and given the way CPQ has been trading, I think we could see the twenties again on a market pullback. Pretty crappy action for the PC market leader, isn't it? John