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Technology Stocks : Compaq
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To: g_m10 who wrote (11725)12/18/1997 6:49:00 PM
From: FR1  Read Replies (2) of 97611
 
>My doubts are about the direction of the whole computer sector. CPQ stock can't grow alone. ...Lately, I started thinking that the computer sector is going nowhere for awhile until ..... we switched to digital TV, ASDL or cable modems replace existing modems,<

This is all going on right now and we will not have to wait until 2000. Businesses like ATHM are offering blazing internet speed for $30 - $40/month.

Also, DELL gives a great run down of the level of saturation in USA and there is plenty yet to be sold to. Europe is just opening up, in their eyes, and a great market for expansion (CPQ is way ahead of DELL there).

In general, most of the world market has not even been approached yet and box prices are going down so the market can be made. I think there is lots of strong growth ahead. I note Merrill Lynch says they think CPQ will make 100 in a year's time.
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