SI
SI
discoversearch

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

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Koligman who wrote (8939)11/14/1997 6:54:00 PM
From: Box-By-The-Riviera™  Read Replies (4) of 97611
 
Yes... a p/e of 12 would be appropriate going forward with a company whose real growth rate would be around 11%..... add two bucks, depending upon reliability of earnings/consistency.

as to tandem.....given the new growth projections, i would hope they would spend some of that cash to broaden their business from a pure commodity play to develop a few lines that have some margin protection . Having all that cash, is in fact, not a good thing if they don't generate real growth from it. As to buying tandem, yeah so what. I just bought a car, a declining revenue (increasingly negative) stream at best.

Joel
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext