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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (18241)2/26/1998 4:57:00 PM
From: Keith Howells  Read Replies (2) of 97611
 
Stephen & all,

Here is something from Briefing.Com regarding CPQ. Keep in mind that they do not like the merger. This is actually the most positive thing that they have said regarding CPQ in quite some time. -Keith-

Brief: What's wrong with Compaq? Leading PC maker being left in Dell's wake... Concern over the Digital deal some concern that earnings might be poised for a slowdown keeping stock under wraps... But Briefing maintains that these fears are greatly exaggerated... Though not big fans of company's decision to purchase the underperforming DEC, CPQ's relative valuations, strong industry conditions and better than market growth rates make it the most attractive near- to intermediate-term play in the industry... Look for a test of the low 40s within the month...
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