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Technology Stocks : Compaq
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To: RetiredNow who wrote (18039)2/25/1998 4:39:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Mindmeld,
I guess I'm personally comparing CPQ's performance since the fall with that of other tech leaders, both in other tech areas and in CPQ's area. Doing that, I find the others have remained leaders and performed much better on a percentage basis (and let's not even talk about Dell!). What is your take on CPQ's recent performance?

John

PS - Also, on the topic of valuation, the market is saying Dell is now worth almost as much as CPQ if you look at market cap...
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