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


To: robbie who wrote (27495)6/11/1998 9:36:00 PM
From: Sabrejet  Read Replies (1) | Respond to of 97611
 
Robbie, I admire the person who holds for the big kill over the long term. Congratulations to those who do. I only referenced the last year if one was better off? Many are!

Things are much different in the pc marketplace now then one year ago, agreed?! When the pc environment became hyper-dynamic, as I compare it to, where did the leaders fall? CPQ has yet to adjust properly.

Congrats on your DELL puts!

I disagree with your reference "...the fact is that CPQ's long term return is much higher than any momentum investor can hope for".

Not this one!

sz



To: robbie who wrote (27495)6/11/1998 9:50:00 PM
From: John Koligman  Read Replies (1) | Respond to of 97611
 
That's an excellent point Robbie. I just hope he can get back to that performance, and stop 'adding' quarters to the recovery. If not, then Ben Rosen should make him the next Rod Canion....

John