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Technology Stocks : Compaq

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To: Stonehenge who wrote (22563)3/19/1998 10:16:00 AM
From: PCSS  Read Replies (3) of 97611
 
Reading the thousands of posts here has been fascinating...holding 10s of 1000 of CPQ shares is exciting.

My take, I have been a long time bull supporter and believer in CPQ and its management. CPQ (w/wo acquisitions) is in an extremely dynamic marketplace and as any successful marathoner knows, "there will always be potholes to cross and minor trips will happen".

With the FUD and negative announcements this qtr we are seeing a little analyst/fund insecurity. Well, with the funds ratings/rankings qtrly results coming to a close shortly, I believe the funds will start making large re-buy-ins of CPQ at the latest by the 1st wk in April.

ALL loved CPQ last year and reentry will come, this qtrs earnings are already pretty much discounted in the price now. I believe EP to be a great exec and have great financial accumen.....decisions regarding DEC will be seen as adept....therefore IMHO..CPQ will show extremely promising results/trends in the next qtr. and recapture he fund's moneys.

Obviously, I'm a holder and not a trader, therefore I can wait for the inevitable increase in valuation and price.

LONG and HOPEFUL
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