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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (3476)	3/8/1998 9:55:00 AM
From: Wallace Rivers	Read Replies (1) of 78568

I hear talk of MOT, which I would suggest is an attractive Buy at mid to high 40s from a TA perspective. This company is still trading at a vastly inflated PE to its (now reduced) growth rate. IMO the most expert company in the big cap universe at the earnings warning - they do it just about every Q! I am much more interested in CPQ at what will be lower levels on Monday. Neither long nor short but contemplating entry. Their earnings will obviously come down significantly after their warning Fri. But in my mind still remains a dominant company with respected mgmt. - much more so than MOT. MOT seems to have been absolutely destroyed by Nokia and Ericsson and their digital lines, as well as other mgmt. missteps. The computer biz changes so fast that pre announcements in that industry it seems are almost unavoidable. Comments and discussion on this one most welcome. If anyone doesn't have enough time on their hands there are hundreds of daily posts to the CPQ thread!! Wallace

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