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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Paul Kent who wrote (39439)4/29/1998 10:35:00 AM
From: K. M. Strickler  Respond to of 176387
 
PK,

Always good idea to buy DELL, but shorting CPQ now might be a problem, IMHO. I think that most of the 'bad' news is factored into the price now. It may be awhile until CPQ gets up and running again, but they are a company to watch.

Regards,

Ken



To: Paul Kent who wrote (39439)4/29/1998 10:41:00 AM
From: Meathead  Respond to of 176387
 


Is it still a crazy idea to short CPQ and buy DELL?

I think it would be crazy to short either one of these companies
period. Look at what's happening in the PC industry, where it's going and what companies will dominate the market. Would you really want to short a top player in an industry in it's infancy with boundless growth potential ahead?

MEATHEAD



To: Paul Kent who wrote (39439)4/29/1998 1:36:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 176387
 
I have no current position in CPQ,

I am liking it better on the long side than DELL.
DELL has the highest risk reward ratio,
It may go up 100% in the next 12 months, but it may go down 50% in the next 12 months.

CPQ could go up 30-50% with down side of the mid to lower 20's, about a down 20-30% move. For a break below the low 20's, all of the BoX makers would have to be getting hit hard.

Jim


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