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

To: Key West who wrote (48459)	2/16/1999 10:21:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

gene, I hope you retreated to the side lines today. Tonight NBR featured a guy who was not kind to Dell. He stated that people are waking up to the fact that Dell can't deliver 50% growth year after year. Of course, I do have to wonder what is wrong with 30% to 40% growth. I think Ford, GM, or just about any company would be excited if they could do that. I also think Compaq is going to have a little difficulty separating itself from Dell for a while yet. We might be bouncing on $40 tomorrow. I glad Michael Dell didn't see a soft market. That would have hurt Compaq more. Yes, writing some puts is very much on my mind. Think it might be a little early yet. I'm also caught between brokers right now. My situation maybe generating more hope then objective thoughts at this point. Good Luck, NW