Compaq Message Board - Msg: 12025835

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: American Spirit who wrote (72401)	11/21/1999 12:26:00 AM
From: Paul van Wijk	Read Replies (1) of 97611

Wallstreet finally starts to see Compaq as an E-Business play. Forget the PC, Dell is the only company on this planet that believes it has a future (with MSFT, but I no longer take them serious since that wacko announcement by Ballmer a few weeks ago that the stock-market is overvalued). The valuations for an E-Business company are a lot higher than a PC-company. So I expect lots of upside left on the table. Oracle already made the transformation from database-comapny to #1 E-Business player. Let's say the stock made a nice move. Compaq still has little downside and much, much upside. And the time I junped in an out of a stock because I thought I could predict the market are way, way behind me. Paul

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next