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Technology Stocks : Compaq
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To: Kevin Chesser who wrote (15728)1/31/1998 10:38:00 AM
From: Bill Fischofer  Read Replies (1) of 97611
 
Correct you are.

I expect fits and starts until the 2nd quarter report is issued and the charges associated with the DEC acquisition are on the table. After that it's off to the races. Periods of 'uncertainty' are the time to accumulate CPQ. This deal combined with the prior TDM deal will turn CPQ into an unstoppable juggernaut in Enterprise computing starting next year as Merced is unleashed. Very few folks appreciate how big Merced and NT are going to be. This combo will be the dominant force in early 21st century computing, relegating all else into niche status. CPQ will be one of the major beneficiaries of this transition, along with MSFT, INTC, and EMC.

CPQ has been a five-bagger over the past three years and I fully expect another five-bagger from it over the next three years. It remains a core holding.
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