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

To: Eddie Kim who wrote (21409)	3/11/1998 1:27:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 97611

I saw a fund manager at around 12 on CNBC talking about how he would short dell now -- I saw and heard an ANALyst on CNBC the morning of Feb. 25 say DELL was a good short, it was at 110 when he said it, went to 140 in the next two weeks. Those guys are dangerous. jim

To: Eddie Kim who wrote (21409)	3/11/1998 3:40:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 97611

Eddie, Stock price is not fundamentals. Fundamentals are things like earnings and business, the boring stuff. And CPQ expects to break even this quarter. That is an unmitigated disaster. They may recover a bit, but it is sure no longer a growth company. It may still be a growth stock, but only in a manic market. MB