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Technology Stocks : Compaq

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To: Satyr who wrote (17800)2/20/1998 8:01:00 PM
From: Loki  Read Replies (1) of 97611
 
Satyr (Thread)... "The thread doesn't think so. They hope so."

Certainly a sober perspective on the optimistic
hopes of some CPQ shareholders.

Considering the gains of CPQ shares after the acquisition
announcement one should not be dissatisfied. (3Com shareholders
have, today, more reason to be unhappy.)

CPQ is priced fairly (PE ratio) in the market place.

One should maybe consider the time horizon for realizing the gains on
the CPQ investment. If it were within the next 6 months I could understand the anxiety expressed.

Although this obviously doesn't appear to express the sentiment
of the majority...I think one could be satisfied with a 30% stock
gain at year end. (Hopefully, more 48-52 /shr)
(Remember there are more hurdles to come for CPQ/DEC)

In the meantime, I am making money on other stocks short term...not CPQ.

When Mr. Pfeiffer mentioned 50 bil rev. by 2000 did he already
consider DEC?

Loki

Patience with CPQ
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