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To: Stonehenge who wrote (18263)	3/9/1998 12:45:00 PM
From: Brian Malloy	Respond to of 27012

Stonehenge, My thinking is just the opposite from dlj. I think one should cast a wary eye on CPQ for the next few quarters. They have some major problems to work out. On the other hand, I expect DELL to be flat to down in sympathy with CPQ, MOT and others as we run into earnings reports in April. I expect DELL to hit a "relative" low point in April due to uncertainty involving the general sector. I'll be buying DELL then. Once Dell reports in May it will become apparent that they don't have the kind of problems that CPQ does; that Mike Dell is talking straight and the stock will start moving again. I think people hear inventory and inventory turns, and build to order models but dlj shows that they do not understand what this means from a fundamental bottom line perspective to DELL's revenues.

To: Stonehenge who wrote (18263)	3/9/1998 6:27:00 PM
From: billwot	Read Replies (1) \| Respond to of 27012

Stonehenge-Re: CPQ upgrade: I'm really uncertain about how to read the current situation re CPQ, INTC, and techs in general. I think the general indication is 3-6 months of flat at best. I sold my warrants last week at 57. They were in a fully invested IRA, and the only other holding in that account was CPQ!! Would have to have sold CPQ to convert. I also got stopped out of 800 shares CPQ the week before at 32. Both actions look like pretty good moves now, but neither were really planned. I'm not sure I want to throw any more (margin) money at either one of these right now. I would like to buy some more MRK, but it is nearly back to its record high. I'm pretty sure you are still pretty deep in both CPQ and INTC, and margined. Whats your view? billwot