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

To: E.H.F. who wrote (20250)	3/7/1998 11:21:00 AM
From: Ken M	Read Replies (3) \| Respond to of 97611

My opinion of what the high rollers have and will be doing. It will trade down on instanet pre open to shake out the faint of heart small investors which will sell and drive it even lower at the open then when it is down as far as it can go without selling more of their own shares they will begin to buy slowly which will bring it up slowly to close at about Fridays closing price, it will continue to rise next week due the small investor taking positions at an ever rising higher price.

To: E.H.F. who wrote (20250)	3/7/1998 8:04:00 PM
From: Dwight E. Karlsen	Respond to of 97611

E.H.F - 200 posts and 10 hrs later -- or 1 post every 3 minutes -- I have to say that CPQ, in my humble opinion, should be cut to "avoid" for the next couple of months minimum. Unless of course, it goes down to an absurdly low price, which it might. But in any event, CPQ earnings aren't going to be trusted to be there for 2nd quarter, as CPQ has suggested in the "cautious" statement. In any event, the road for PC stocks looks rocky. I'm thinking Dell looks like a mighty good short candidate, because with Compaq getting extremely aggressive with price cuts, some of those Dell customers are sure to jump ship and go with Compaq. Dell's comments late Friday are typical "denial" type comments, the same type we heard from Compaq in December. DK