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Technology Stocks : Compaq
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To: Harry Landsiedel who wrote (3872)7/8/1997 5:52:00 PM
From: Thomas Dremel   of 97611
 
Harry, it's amazing how the numbers change based on using my long term growth rate of 20% vs your 18.5%. If CPQ does achieve 18.5-20% growth, the market should reward CPQ with a higher PE then 16.6 avg (ala DELL PE expansion).

With your 5 year target price of 237, it basically doubles in 5 yrs and meets most of the NAIC requirements for a 15% return.

It's good to see another investor looking at the long term, instead of the TRADE.

When you say owner earnings, what is CPQ's owner earnings for 98 vs the 6.25 used?

Tom D
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