Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rupert1 who wrote (52416)	3/9/1999 10:08:00 PM
From: Bretsky	Respond to of 97611

Hi Victor, I enjoyed the CPQ thread and the people in it so I'm peering in. Just don't see the same brightness in CPQ that you do. Maybe it's partly because I'm in the industry and have recently lost faith in the reliability of management as well as some CPQ products. While we both know DELL is overvalued; we also both know DELL will probably carry a much higher than average PE for some time to come. I see a very bright future for DELL, especially in foreign sales. While many view the IBM-DELL deal as of no benefit, I view it as very positive. Right now I'm holding the cash from the CPQ sale and waiting. I really feel the market is bound to take a big hit on nearly any bad news, and I decided to only keep the stocks I had a large % gain on so far. They will also fall more than CPQ, but I'll probably still hold a decent profit on them after they correct. I did plan on buying CMGI or a bit more DELL with CPQ money. I too am waiting for DELL to drop back, but only into the high 30's. Best of luck Victor, and nice hearing from you.