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

To: NickSE who wrote (25249)	4/30/1998 1:16:00 AM
From: rudedog	Respond to of 97611

I don't see anything really wrong with Dell - have been digging but there's just no smoking gun. I do believe that CPQ will perform more strongly than Dell in 2nd half. I sold some CPQ and bought Dell in November, turned out to be a good move. Sold the CPQ at 28 in november, got a nice bump from Dell (almost doubled) so far. CPQ is exactly where I left it. I've been back and forth on this. If CPQ does what I think it will, CPQ will pop nicely in second half. If industry growth is slowing and any of that CPQ growth is at Dell's expense, Dell may flatten out in second half, since they have such high expectations. But Dell just seems to keep on chugging so it's hard to make the move. I still have a lot more in CPQ than Dell (about 8:1). Alternate plan B is just hold both, they are both strong stocks but are developing different dynamics. This could add diversity. If CPQ takes most of its growth from IBM and HP and Dell cleans up the little players they could both grow nicely. If I was really smart I would have moved all of the CPQ into Dell in november, doubled my money, then move half back to CPQ - I'd have the original CPQ position, a big Dell position for free, and a little more diversity. But I'm not the type to push all my chips in on one bet. So as you can see I have not exactly decided to do anything...