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

To: Greg Jung who wrote (21918)	3/15/1998 4:33:00 PM
From: Satyr	Read Replies (1) \| Respond to of 97611

Psssttt Dell split last week. Now suppose i put a time limit of 2 weeks and another of 2 months on the trade. Would you still pick Compaq??

To: Greg Jung who wrote (21918)	3/15/1998 6:52:00 PM
From: van wang	Respond to of 97611

Greg...my bet for mkt neutral play is as follows: long IBM vs short CPQ long Gateway (GTW) vs short DELL these two trades will perform in the ensuing weeks...take a look at their valuations and near term prospects...the short DELL vs long CPQ may work in the long run because DELL has no enterprise computing..but CPQ is overvalued by more than DELL in the near term... of course my opinion is to short the more desktop sales dependent box makers like DELL, GTW and CPQ and long the enterprise computing guys like IBM, SUNW, HWP, DGN, SQNT...I like the above mkt neutral trades within box makers and I like the PC hardware vs. enterprise computing firms I also like the software in enterprise computing better than hardware makers in general...Y2000, EMU, driving software upgrades just food for thought... cheers