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To: Sig who wrote (39703)4/30/1998 1:16:00 PM
From: rudedog  Respond to of 176388
 
At this moment I am more than double on my November Dell purchase, which was made with proceeds selling CPQ at 28, CPQ is below 28 now. Reinforces your point, timing is everything. I am thinking more and more that CPQ and Dell stock price will move independently, which would incline me toward a more even balanced investment between the two. Wish I had thought of that in November <GG>



To: Sig who wrote (39703)4/30/1998 1:32:00 PM
From: Chuzzlewit  Read Replies (6) | Respond to of 176388
 
Just got a tid-bit from a well-placed source at Boeing. There will be a major shift in BA's hardware as they go to docking stations and laptops. The winning vendor is Dell!!! Sorry, I don't know the size of the order but from what I understand this will be a company-wide shift.

TTFN,
CTC


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