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

To: rudedog who wrote (34277)	10/8/1998 1:34:00 PM
From: Elwood P. Dowd	Respond to of 97611

Yes, I think that DELL will go below 40 before the market turns around, but what do I know??? I've got no cash(at least no more to put into the market)and talk is cheap. With CPQ @ 23 and DELL @ 41(although it may be a little higher than that now)we are gaining ground, or should I say that Dell is losing ground. I think it was John K. who pointed out the yesterday that CPQ was exactly 1/2 of Dell's value. As you say, this is not a competitive sports event, but it is interesting to watch. el

To: rudedog who wrote (34277)	10/8/1998 1:36:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

btw, did you re-enter a buy order @ 23? El

To: rudedog who wrote (34277)	10/8/1998 1:50:00 PM
From: Elwood P. Dowd	Read Replies (3) \| Respond to of 97611

Congrats on your CSCO buy! When this market comes back, and it will, I believe that there may be a new group of individual stocks that lead the market, that individual issues will be scrutinized more carefully and viewed in a whole different light, that investors may not allow certain issues to achieve such lofty PEs, that although this event is very painful, it will have a sobering effect and may be a blessing in disguise, and that the Dellheads may become far more humble.... nahhh, that's carrying it out too far. El