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

To: Mike Gordon who wrote (18608)	2/28/1998 9:15:00 PM
From: Jorge	Read Replies (1) \| Respond to of 97611

Mike....I think all of your questions and thoughts about what's going on or could happen are valid....I don't really know the answer to many, if any, of them......One thing I do know Quarterly Earnings Per Share is what drives a stock in the final analysis...and we won't know the earnings numbers for a while.........Rather than selling out any position in CPQ I might consider margining a small amount of DELL or MSFT where the momentum is obvious.........George

To: Mike Gordon who wrote (18608)	3/1/1998 1:22:00 AM
From: Malcolm Thomas	Read Replies (3) \| Respond to of 97611

Mike interesting article at smartmoney.com in their on line magazine. The article is about DELL were analysts believe it has reached its peak of rapid growth and that CPQ is positioning itself for expanding its PCs to include a broader line of business models through its recent aquisitons. Also CPQ has been put on the Salomon Smith Barney's Hot Buy Growth list. Talked with my broker last week and he ask if I wanted to add to my holdings of CPQ? Also, analysis in vectorvest.com give CPQ an excellent across the board.