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

To: Ken Twining who wrote (21407)	3/11/1998 1:21:00 PM
From: S.C. Barnard	Read Replies (2) \| Respond to of 97611

I saw a fund manager at around 12 on CNBC talking about how he would short dell now, since their BTO model is the aim now of many other boxmakers, and that he is buying CPQ.

To: Ken Twining who wrote (21407)	3/11/1998 9:52:00 PM
From: Donna Saravi	Respond to of 97611

The guy on at noon said he had covered his short on cpq. did not say at what price. I don't remember anyone at 9:30 talking about it being a short candidate, but Cramer was on bashing technology as a place to be and singled out cpq and intc as examples. donna