Compaq Message Board - Msg: 13971935

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Technology Stocks : Compaq

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To: hlpinout who wrote (78967)	6/29/2000 8:28:00 PM
From: hlpinout	of 97611

Author Tim Hudson Report Source Kevin McCarthy (Added 6/29/2000 4:38:16 PM) Categories: Stock Picks Email link to this Article There isn't a build up of computer inventory. The Salomon Smith Barney's downgrade of CPQ was off-base. The commercial is experiencing very strong demand and distributors are having problems with having not enough inventory. There are shortages in a lot of computer components. The commercial PC market is in recovery. CPQ is a great risk/reward call. The company is in recovery and there's very little downside in the stock at its current levels. Even if they were to come in light in the quarter, it's priced into the stock. It's a favorite. AAPL is the top pick in the sector. It's a must own that will make the quarter.

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