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

To: Maxer who wrote (26328)	5/18/1998 10:50:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

I think your assessment on CPQ is right on. I would expect it to get back to high 30's or low 40's when the details of the DEC integration are public this summer. Dell defies gravity and common sense. I sold 40% of my Dell position by accident (I put in a stop loss that got hit when Dell dropped on the HWP warning). CPQ seems to be very contrary, goes up on bad news in the sector, goes down when the market rises, I can't see what is driving it, but the fundamentals are there so I'm hanging in. I feel a lot safer with CPQ than Dell but frankly have made a lot more on Dell in the last 5 months. Remember that Dell would have to go to 140 to give the same percent rise as CPQ going to 40. I think at this point the CPQ rise is more likely. Dell will probably prove me wrong (again) since the stock price seems completely unconnected to anything in the real world.