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Technology Stocks : COMPAQ - WHAT'S LIES AHEAD ?!? -- Ignore unavailable to you. Want to Upgrade?

To: Lbags who wrote (7)	2/16/1999 4:00:00 PM
From: Michael Young	Respond to of 17

Nice thread. I believe CPQ will likely solidly beat estimates this quarter and begin a very strong move to the upside. I know one of the leading PC analysts is telling clients it could be a $100 stock in a year. Consensus is 1999 EPS of $1.81 . He believes they can do $2.25. MIKE

To: Lbags who wrote (7)	2/22/1999 3:25:00 AM
From: rudedog	Read Replies (1) \| Respond to of 17

Kevin - . I for one, as a Dellhead, will maintain my position through earnings. I did the same on my DELL holdings but looking back that was not my smartest move... 13th would have been about the last good chance to unload. The perfect move would have been at the beginning of February. Either a move out of DELL and into CPQ or out of DELL and buy back in at 80 would have been good. I suspect that both CPQ and DELL will start to move back up from here. What did you actually do?