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


To: QuentR who wrote (55201)3/30/1999 1:06:00 PM
From: rupert1  Respond to of 97611
 
QuentR: Victor your .38 is looking better.

Ouch! I've gotten used to being bawled out for being bullish. Maybe I'll move it to 40.

My theory about COMPAQ contrarian movement is that when there seems to be strong momentum in the general market - then the market jumps on the mo play - of which DELL is one. When the mo turns sour they start looking at the "value" plays, like CPQ. Within six months, CPQ will become a mo play and DELL will become a mo play "with reduced circumstances" which is how we describe the impoverished gentry in England.

BTW my eps for the year is a bit wishy washy at the moment but will be between $2-2.75.