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Technology Stocks : Compaq
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To: JDN who wrote (77130)1/30/2000 11:42:00 AM
From: rudedog  Read Replies (1) of 97611
 
JDN -
If CPQ achieves 15% growth, that would drive share price to the mid-50s... that would be just fine in my book. IBM showed great share price gains on a growth of only about 8%, check out where they have gone in the last few years.

SUNW will not be able to maintain growth much ahead of the industry forever either... eventually dominant players have to change the game. They can't grow ahead of the market when the ARE the market... DELL is feeling this effect in the PC business and SUNW will see it in servers as well.
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