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

To: JEFF GREGERSON who wrote (21048)	3/9/1998 2:28:00 PM
From: Jimbo Cobb	Respond to of 97611

don't worry, it's not over yet !!!!

To: JEFF GREGERSON who wrote (21048)	3/9/1998 2:28:00 PM
From: Andrew Fenic	Respond to of 97611

Actually the damage was less for anyone smart enough to take heed of the INTC warning and dump their shares then and there. Obviously, Intel was primarily referencing CPQ when they cited weak OEM demand. Even before then CPQ was issuing warnings and rumours abounded of surplus inventory. That was a real good time to take profits. The good news for those who did hesitate to sell is that another company, Dell, is almost certainly going to be smashed by the same industry trend. Yet the wishful thinking bulls who trade in that issue have kept it up at a lofty, obscene even, PE of 51. Dell's growth is going to stop and their profits are going to evaporate as PC commoditization moves forward. Hence, if you want to make back every dime you have lost on CPQ then do the obvious NOW: SHORT DELL.