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

To: Key West who wrote (45958)	1/28/1999 10:03:00 PM
From: Windseye	Read Replies (2) \| Respond to of 97611

Yeah, but Gene, how far down will it go? I looked over the earings report on CPQ's site care of Jim Kelley and I am definitely not enthusiastic, nor encouraged. In fact I can't even talk myself into naked puts... Doug

To: Key West who wrote (45958)	1/28/1999 11:40:00 PM
From: Night Writer	Respond to of 97611

Going forward, I believe either CPQ stuffed the channels, or, the acquisition of DEC is finally kicking in big time. If I determine it is the latter, then I will sell naked puts I am prepared to play CPQ either way, as I am totally ambivalent. Regardless, I still think Dell is the far superior play as far as the box makers go I admire that you are ambivalent on selling or buying puts, and have the patience to wait before making an informed decision. I was just pointing out that much money has already been made on puts sold last Fall before and during the run up. A lot of those positions are still outstanding. If CPQ only grinds to $60 this year, selling or buying puts is going to be risky business. Selling calls might be a more profitable strategy. Your reference to Compaq as a box maker is a little off target. Box making is only part of the business. Good luck on the options. NW