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Technology Stocks : Compaq

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To: rudedog who wrote (90797)4/21/2001 7:11:20 AM
From: profile_14  Read Replies (1) of 97611
 
Here is a better growth prospect.

cnbc.com

I have been investing in this industry for several years and for those of you that like to trade on the long side, it makes the prospect of a better return. While I do not presently own any Compaq right now, I have traded FLEX, JBL, and GLW which I acquired a few weeks ago. I also like SANM and SLR, which are in the same industry, for their valuation. Today you might have to make the case of looking over the valley, but two weeks ago, some of these stocks were at 50% of today's value. Right now I am all in cash as I think we might be due for a pull-back. The following Barrons article today is also pretty interesting.

interactive.wsj.com

Hello to all and best regards,
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