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

To: Bretsky who wrote (51405)	3/3/1999 9:50:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

>>>This is kind of a weird request<<< Brett...please, you're encroaching on Jimbo's territory! He's in charge of asking all the "weird" questions on this thread. jajajajajaja El

To: Bretsky who wrote (51405)	3/4/1999 8:33:00 AM
From: rudedog	Respond to of 97611

CPQ was certainly a buy at 32 and probably still at these levels, I see it back in the 40's pretty quick (next few weeks). Someone who wanted to get on the DELL train could probably do so with some safety at these levels also. DELL is finally unveiling a strategy which could win in '99 if they can successfully position themselves as a diversified internet retailer. They have a lot of good infrastructure in that space, great cash management, great inventory management and the 'fast follower' mentality to stay on top of a new business. I had been waiting for this kind of move from them. could push DELL into the high 40's post split. I am holding DELL, have backed away from the idea of selling off some of that position pending further developments. LU is a VERY solid company with deep technical resources. They appear to be well focused and I see them continuing to move up throughout the year. I continue to like SCI and added a little to my position at 31 last week. They are tied to the fortunes of the boxmakers and component vendors, and I think expectations in general on the street caused an unwarranted selloff. One could have picked up CSCO at 90 a few weeks ago, surely a good buy. CSCO continues to consolidate their hold on their market. PFE is solid but I agree they are a little overvalued at the moment. Likewise MSFT and INTC may show some weakness over the next few quarters. All solid long term. Holding but not adding on MSFT and INTC.