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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (92336)7/25/2001 8:55:28 PM
From: t2  Read Replies (1) of 97611
 
This is the stock to own in this industry based on Price/Sales valuation. Lower than HWP and far lower than Dell. Dan Niles and other analysts make note of this very low P/S number. Anyone also notice that P/S is being used a lot lately? There seems to have been a shift away from PE in the past few months for obvious reasons.

Upgrades tomorrow?
Would not surprise me to see a longer term bears on CPQ change his tune. There is always someone who wants to call the bottom in an industry and with XP on the horizon, boxmakers look like good candidates.

We are too close to Windows XP to not upgrade now; business is going to improve 4th quarter with the launch if if September quarter is weak; weakness ahead of Windows launches is not unusual.

Dollar slowly weakening against Euro and other currencies all work in CPQ's favor. Actually that works for US stocks in general.

jmho.
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