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

To: James F. Hopkins who wrote (20113)	3/6/1998 8:56:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

James, Wish I had your super record. I try doing the same thing. One exception I do have two spec stocks on new things. The times I have picked up good stocks after a quarter or two of bad earnings have paid off well. Currently have some ALL that I bought after Andrew when they went public at 27. Kept that one and it is currently in low 90's. Picked TRV up cheap and it is at 55 after split. Sold calls on TRV and expect to lose it at a nice profit. Also sold everything except six core stocks when market went back up last Fall. Setting on some cash and a bunch of old muni bonds coming due. Looking for one good stock to load the train with. This is making my broker nervous as the Devil. But muni's suck now, no real return on them. Will start buying some shares of compaq next week. Then wait and buy more over time. I think this is the stock to load the train with for a run up in late 98 or 99. Y2K problem has got to affect it one way or the other. If IO's delay hardware buying to solve it, then the pend up demand hits us. If they buy hardware to solve it, then we benefit sooner. One way or the other this is going to be a winner. NW