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

To: hlpinout who wrote (48948)	2/19/1999 3:09:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

hlpinout: No, I'm still on vacation from CPQ. <ggg> I'm on vacation period today - actually, I find the action in the market the past two weeks confusing and illogical. Ah, but since the market is a most efficient pricing machine, there must be something wrong with K's logic, right? When this is the case, I do not trade - too dangerous. I know it's got everything to do with DELL - pretty sick, huh? K

To: hlpinout who wrote (48948)	2/19/1999 3:29:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Hi hio: No, didn't buy anymore than I bought yesterday. If the price falls precipitously after the 3.30 raid, I might. The attraction would be a post-G7 glow, Monday morning cash flooding the market in the first hour, and the tech conference next week - is it Robert Stevens (I can never remember the names of these brokerage houses). An AV announcement is possible but not probable - too soon. With the price at $40-41 an upgrade based on valuation is possible, but I would think that upgrades are being held back in case the price goes into the mid-30's. At that point I think there would be a flood of upgrades. Negatives that might affect things is the commencrment of hostilities in Serbia, the crystallisation over the weekend of the FUD about PC sales falling off. (In past years, this has been a regularly occuring seasonal doubt not dispelled until earnings reported in April). Too bad we can't get she_x to appear on some of the weekend shows to energise them.