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

To: Andrew who wrote (51102)	3/2/1999 2:16:00 PM
From: JDN	Respond to of 97611

Dear Andrew: If I knew the answer to that question you would likely see me on all the financial broadcasts on a regular basis. haha. Personally, looking at the big picture, I think CPQ is very likely at or near the bottom for this year. But who knows what the market will do or what dumb comments some analyst will make. However, remember that as we draw nearer to the partial AV spinoff, if the internet stocks are still hot then (and they dont seem to be dieing anymore at all) CPQ will get a lot of very favorable writeups if they sell off say 1/2 of AV and the remaining half quadruples in a few days. Which is what seems to happen with these issues after an IPO. JDN