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

To: Night Writer who wrote (46639)	2/2/1999 10:42:00 AM
From: Knighty Tin	Respond to of 97611

Night Writer, I give very little weighting to insider sales other to say that nobody sells as much as Mikey Dell has sold if he expects the stock to double next year. But, then, he sold about half as much last year at this time and the stock did fine. Had a lousy 4Q, but Dell lovers pay no attention to that. Cisco is a different story. I don't think the Lucent competition has hit them yet, but it will. They won't go out of business and they are a very good co., but margins are the key, and competition means smaller margins. The insiders are simply taking advantage of permabulls who have no concept of valuation, as they should. MB