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

To: PCSS who wrote (40570)	12/20/1998 10:57:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Hi Michael, Thanks for the comments. I was planning on keeping my CPQ position (at least the vast majority of it) and was thinking of trying to simply trade a possible run in Dell early next year, then getting out. My theory is that Dell has been essentially dead since July, (of course if you traded it around the early fall market drop you could have made good money), and is due for a run. This would use the trading piece of my capital for the most part. By the way, I did get a chuckle out of the latest VG post on the Dell thread. She was answering someone who asked her (via PM I believe), if CPQ was still a 'good stock to buy'!!! John