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

To: rupert1 who wrote (31655)	8/27/1998 8:19:00 AM
From: Lynn	Respond to of 97611

I have some questions regarding the INTC:CPQ relationship: 1. Why is CPQ's performance but not, seemingly, Dell's tied to Intel's? Is it because DELL has become almost a 'cult' stock? Logically, DELL should be more tied to INTC than CPQ because DELL is only a box maker while CPQ is a lot more. 2. Do people see CPQ breaking free of the INTC relationship when the street changes its mind-set and no longer views CPQ as a box maker? 3. Going with 1 and 2, when do people see a INTC:DELL relationship starting? I am not a basher of Dell by any means, but the euphoria over DELL--or any company--can't last forever; reality eventually sets-in and a company becomes just a company. For people who have followed Compaq since the beginning, remember how little CPQ was a cult stock in the mid/late '80s? Lynn