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

To: rudedog who wrote (44602)	1/21/1999 6:41:00 PM
From: robbie	Read Replies (1) \| Respond to of 97611

rudedog, that's exactly what I'm betting on. Bought back the DELL 80 calls I sold earlier, and need 90.25 on Dell to break even on that bet. Dellheads will be over here thanking CPQ next week when DELL is in the mid 90s. IMHO of course, Robbie

To: rudedog who wrote (44602)	1/22/1999 6:35:00 AM
From: D. Swiss	Respond to of 97611

rudedog, I don't know if I am going to win, El has me on the run. I tell you something else, I think GTW will soar more than both short term as people realize how undervalued it is (PEG ratio of .88, based on '99 estimates, versus 2 for the industry) and has been held back signicantly in the rally for the past two months because of unduly pessimistic forecast by the likes of Kumar (off by 13% on his .72 estimate versus .81 actual). I read the report and it looks stellar: higher gross margins, cash improved $700 million, $200 million stock buy-back, a/r almost flat with DRO down significantly and inventory down to 8.5 days. Looks great to me. :O) Drew