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

To: uu who wrote (45684)1/27/1999 2:27:00 PM
From: Steve Dietrich  Read Replies (1) | Respond to of 97611
 
Has anyone discussed whether revenues might have been considered dissapointing at just under 11 billion?

Thanks, Steve



To: uu who wrote (45684)1/27/1999 2:35:00 PM
From: Sundar Rajan  Respond to of 97611
 
There seems to be a post earnings sell off in many of the tech stocks. EMC and even MSFT had but only for a short time. Unfortunately my timing wasn't right. I sold 800 of my trading shares yesterday at 49 1/4 (could have got better) and bought back some today 48 3/8. Also sold NSCP trading position today.



To: uu who wrote (45684)1/27/1999 11:20:00 PM
From: Hector  Read Replies (1) | Respond to of 97611
 
Addi,

You can't compare the two. Dell is a "daytrading" stock that moves based on the daily emotions of daytraders. CPQ is more of a fundamental play. Over the long term, I would expect their stock price increases or decreases to correlate closely meaning that Dell will go down big time.

Regards,
Dave Walter


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