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


To: rupert1 who wrote (47007)2/5/1999 10:18:00 AM
From: Loki  Read Replies (1) | Respond to of 97611
 
victor...non tech...
I picked up some MO (longer term)and HRC

RN at book value with 7.5% yield.

I'm surprised that you are out of CPQ....I would have thought
that at some point you might have established a core position
at a lower cost...and trade around that.

Are you planning to do that or just trade CPQ?....
Then what is your longer term outlook for CPQ?

Loki



To: rupert1 who wrote (47007)2/5/1999 10:53:00 AM
From: daaan  Respond to of 97611
 
HMK (HA-LO) has been crushed for reporting weakness in a division that is 5% of their business. Do your own DD.

Best Regards, daaan



To: rupert1 who wrote (47007)2/5/1999 11:01:00 AM
From: John Koligman  Read Replies (1) | Respond to of 97611
 
NW and I have been discussing the oil sector, HAL and SLB both continue to act pretty well over the past few days. HAL is up 7/8 right now. Of course, it is highly unlikely that either of these will trade up like the 'atomic domino' techs, but they appear to look good in here. Boeing is also starting to bounce, how far is anyone's guess...

John

PS - Don't know if you follow INTC and I know it's a tech, but it's starting to look interesting for a trade. I do hold it long term and also trade it.