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


To: Dr. David Gleitman who wrote (26350)5/19/1998 12:55:00 AM
From: rudedog  Respond to of 97611
 
David -
good luck with Dell. I bought some last year at 108 (pre-split), everyone including me thought the stock was insanely overvalued but I thought it might give a little pop. needless to say that money nearly doubled. just remember that there is nothing holding Dell up except momentum and high expectations, keep a sharp eye on it. At the moment I am going the other way as I think CPQ's day will come in 2nd half and CPQ will be a lot more resilient to market and industry downturns as it is already very depressed in relation to its fundamentals. Dell is way up on the high wire with no net.



To: Dr. David Gleitman who wrote (26350)5/19/1998 3:47:00 AM
From: Y. Samuel Arai  Respond to of 97611
 
Dell is announcing earnings tonight after market close. Consensus is around 42 cents per share. I think if they hit 42 cents, the stock will drop. If the come in below that, it'll drop maybe $10+. If they come in slightly above, its probably neutral (everyone expects Dell to beat estimates).
I think they may come in at or slightly below estimates. We'll see tomorrow...