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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: LastShadow who wrote (8616)	2/16/1999 7:27:00 PM
From: Tim Luke	Read Replies (2) \| Respond to of 43080

fore is by far the best stock on that list

To: LastShadow who wrote (8616)	2/16/1999 11:17:00 PM
From: SteveDavis	Respond to of 43080

LS, Would not DELL's shortfall in revenue be seen as a plus for CPQ as Pfieffer had been saying they felt like they were taking some sales from Dell. And maybe the valuation may come closer toward each other although with CPQ's wider focus now they may not be comparable. HP beat estimates by 10% which I think is fairly significant with a company as heavily followed as HP. Next few days should be interesting. Steve Davis