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

To: RANDY DAVIS who wrote (20195)	3/7/1998 12:37:00 AM
From: General Crude	Read Replies (2) \| Respond to of 97611

I think alot of the negatives are already built in. Talking Heads thought MOT pre-announcement was going to crater the NASDAQ today. They were wrong! I've come to expect bad quarters from MOT and so had everyone else. CPQ is a little different, but INTC has already warned and we had already been hit fairly hard prior to that. Volume has been heavy on CPQ recently so a lot of selling has already been done to get us where we are now. Question is how much more? Hopefully we are near bottom. I wish I hadn't bought last week, but I was buying for the long term. Think DEC deal should be good. At least CPQ is partially paying for DEC with stock. Good Luck, Doug

To: RANDY DAVIS who wrote (20195)	3/7/1998 2:21:00 AM
From: neverenough	Read Replies (2) \| Respond to of 97611

The word was out 10 days ago. The "Big Boys" sold what they wanted, just to buy back at lower prices. Wouldn't you? CPQ is still in an uptrend, however IMO the next 6 months will be critical. The key is volume in P.C's and greater profits in the high end business. CPQ is a long term investment, and we all know that there will be peaks & valleys along the way. I will add to my position in the low 20's, but I believe we will close @ 25+ on Monday. Nigel