Compaq Message Board - Msg: 14807751

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Technology Stocks : Compaq

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To: PCSS who wrote (86802)	11/14/2000 2:51:35 PM
From: Elwood P. Dowd	Read Replies (2) of 97611

Another pearl from The Zoo. morgan,stanley,dean witter report by: sportime31 11/14/00 12:23 pm Msg: 196755 of 196757 Compaq (CPQ-$25-O) Company Update; Maintain Outperform Gillian Munson CPQ wants to shift away from pure hardware. With a lot of blocking and tackling under way, we think the CPQ team is moving into a more strategic portion of its turnaround effort. There is a big focus on services, and product/service bundling. CPQ should be seen as a faster growing tech conglomerate. We think that the right compares for CPQ are Hewlett-Packard (HWP-$34-NR) and IBM (IBM-$97-NR). CPQ's recent track record and its faster growing NT server revenue contribution are positives. We maintain our Outperform rating. Overall company tone is positive. CPQ is not without risks but we continue to see positive forward progress, which should help the shares Outperform.

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