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To: billwot who wrote (18274)3/10/1998 8:21:00 AM
From: Stonehenge  Respond to of 27012
 
Hi Billwot. How are you doing? Yes I am still very long cpq and intc. I converted all my warrants last week and had to add to margin to do it. I have a big loss in cpq and margin to boot so I will hold. If I sell now I am sure to take a loss. I also have a ton of intc but with deep profit since I have had it so long. Cpq's 1999 eps est. still looks close to $2. so it is very, very cheap for long term holders and will bounce back unless lots of more bad news comes out, something I can't predict. As I mentioned during the last tech debacle I will just pay the margin interest which will offset any gains I take later in the year when the techs rally. (Best case scenario). Looks like tech will bounce today.

Good luck and take care.