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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: David Weis who wrote (11786)	7/11/1998 1:10:00 AM
From: Jack T. Pearson	Read Replies (1) \| Respond to of 42787

If CPQ disappoints, it shouldn't affect DELL for more than a day or two, if at all. Even if you manage to duck a 2-4 point Dell drop, this close to earnings it could easily pop back up 5 pts the next day before you get back in. I made all of those mistakes last year. This year I'll just wait patiently for the top when they report earnings.

To: David Weis who wrote (11786)	7/13/1998 10:13:00 AM
From: Electric	Read Replies (1) \| Respond to of 42787

David, I havent been on since Fri, so now I will tell you my 2 cents about CPQ. I have been wrong about a few other tekkies, and right about a few, but I think CPQ will miss. I am totally sure that numbers have been lowered like crazy, and the stock hasnt done much since then, while DELL has gone from the 80's to over 100, a nearly 30 percent jump :) I plan on trading it like I ought to have in the past. In this case, Tuesday before CPQ announces I might sell the DELL position I have, and enter at the lows of the next day. If I miss out on a lucky CPQ bounce, that is ok.. Thats my opinion..