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Technology Stocks : Compaq

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To: Captain Jack who wrote (73181)12/3/1999 7:18:00 PM
From: The Phoenix  Read Replies (1) of 97611
 
CAP! You gotta like the fundamentals here. I got in about a week or two ago. ;-) We're going higher.

Box makers Dell and GTW are trading at 4 times sales. CPQ is trading at just over 1 times sales. Furthermore CPQ has a product line which more broadly addresses the business backoffice and communication needs. CPQ has made some good moves to pare down thier exposure to the channel and are well poisitioned for the first half of 2000 as budgets for enterprise buildouts loosen up. CPQ is way discounted here. This pup goes to 50 again in the not too distant future. Not many big cap tech. values out there like this one.

OG
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