Compaq Message Board - Msg: 13971931

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Technology Stocks : Compaq

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To: hlpinout who wrote (78967)	6/29/2000 8:27:00 PM
From: hlpinout	of 97611

David Katz, Matrix Asset Advisors Author Wick Report Source David Katz (Added 6/29/2000 5:23:47 PM) Categories: Stock Picks Email link to this Article TAKING STOCK PICKS: MYL, EDS & MAN PRIOR PICKS: ABS +6.15%, CTL +16.63% & VSH -30.62% VSH rotten start but we think with a 6 to 12month horizon business is great and the stock moves higher. CPQ wild ride. Shoot first and ask questions later. Salomon Smith Barney downgrades. Looks like they will meet numbers after all but even if they don't the stock is priced cheaply at 23 to 25. Great buying opportunity. PHONES: UIS warned. History shows that the stock will drop sharply and then drift lower over time. Would get in at about 20% lower than the present price. Good company and will get its act together. Take out rumors which caused the price to rise recently may resurface. MOT he likes and owns. Great buy. Businesses starting to click. Last piece is cellular phones which should be OK by 4Q. In the meantime they are at a 40 to 50% discount to the group. With EGRP the question is business viability and competition. Off sharply but still richly valued. He would avoid. HD is a great company. Sold off of late. High growth company. Be a buyer. AOL great service. Future good. Penalized for TWX merger for 12 to 18 months then average returns.

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