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

To: James F. Hopkins who wrote (23266)	3/24/1998 1:43:00 PM
From: yard_man	Respond to of 97611

No, I was talking about APM. I don't want to buy CPQ. APM looked like a good short term trade. I think there'll be near term weakness in PC's. I know, I know -- CPQ ain't just PC's any more. All the same -- it doesn't look like a slam dunk to me until we are through another quarter. I hope that it does well for you, though. I just don't have enough conviction to buy. Only one leg down. I think there'll be another. Not easy to be bearish right now, but I believe I'll be happy when looking back 3 - 6 months out. Market is nuts. I like cash and a small diversified portfolio of puts -- not betting the ranch, mind you, it may go higher, but people are too confident.