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To: Sonki who wrote (21076)9/28/1998 2:29:00 PM
From: Sonny McWilliams  Read Replies (2) | Respond to of 27012
 
Hello Sonki. I like CPQ and am still holding my HWP. There is a nice article on Dell out today. I am sure you have seen it. Dell is looking for growth in Asia and Latin America despite all this problem around. Dell said PC growth will be around 17% and they will be growing by multiples to the market. They feel that they will be ahead of market growth for at least the next 3 years. Sounds great to me.

I heard an analyst from E.G. Edwards this morning. He favors CPQ and WLA. I am still under water with HWP but whoever picks it up here should be able to make money. I am just trying to recover. Bought that company a bit high and then again at 56 but I am hoping for a recovery.

I am thinking of buying a little more Dell but lots of CPQ. Still have 1 Dollar to play with in CPQ before I have to get back in.

Lots of talk that the market has hit bottom but I will not go overboard on the buy side. Techs will do at this point. I will feel better owning them should the market go South again.

Sonny