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

To: Night Writer who wrote (46524)	2/1/1999 2:45:00 PM
From: Loki	Read Replies (2) \| Respond to of 97611

Night Writer..."If Dell doesn't post some big numbers and split, it maybe the straw on the tech camels back." I am a bit nervous about exactly that. Invest first ask questions later. could lead to trouble. It's scary to think at the earnings DELL has to have in order to be close to the average P/E. CPQ's P/E is in the mid 20's for 1999 estimates. If the DEC integration and future look steady this is a good insurance policy. Unless other high fliers coming down also bring it down. Loki

To: Night Writer who wrote (46524)	2/1/1999 2:46:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Hi NW, thing is, if past history is any guide, that will take CPQ down along with everything else. It would be nice for CPQ to get that 'IBM sheen' to it and trade like big blue. Maybe that will occur when the street stops making CPQ/Dell comparisons and starts focusing on CPQ/IBM. In the interim, if the Dell hysteria keeps up they may actually catch IBM in market cap. It also looks as if the days of Dell doubling CPQ's market cap are coming back... Regards, John