Compaq Message Board - Msg: 12788546

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Technology Stocks : Compaq

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To: hlpinout who wrote (46406)	2/5/2000 9:09:00 PM
From: hlpinout	Read Replies (1) of 97611

Jack Cunningham at Salomon Bros. Investors Fund Author C R Nasmythe, CRN Report Source Jack Cunningham (Added 2/2/00 5:32:27 PM) Categories: Stock Picks Taking Stock with Jack Cunningham Portfolio Manager at Salomon Bros. Investors Fund Jack's Picks: NA, SBC, LLY Jack's not worried about continued rate hikes as the FED is handling them in measured approach Jack likes CPQ; sees a favourable risk reward trade off New CEO Michael Capellas focused on cutting costs and meeting objectives; if they cut corporate PC losses to 0 it would go a long way to growing earnings per share CPQ doesn't have direct delivery system that DELL does but a recent purchase should help them; at market multiple CPQ is good R/R trade off CPQ down 1 ¼ at 27 ¼ Jack likes AT; yesterday it announced a favourable transaction with BEL/GTE VOD Also announced favourable roaming agreement with BEL/GTE; the deal should accelerate revenue as well as cash flow growth at market multiple it is attractive short and long term AT up 1 11/16 at 72 11/16 FLO: this and other food stocks pretty beat up over the past year; close to 52 week low Trading at 11 times projected earnings; has had problems this past year with Mrs Smith line in start up mode FLO owns majority of KBL stock, which has been doing quite well; could be hidden value realised overtime - attractive yield FLO down ¼ at 11 13/16 GTW along with other PC companies could benefit from rollout of Windows 2000; GTW getting more and more recurring revenues from beyond the box Down from its highs, Jack likes it GTW UNCH at 59 ¾

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