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Technology Stocks : Compaq
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To: Tim Wash who wrote (22508)3/19/1998 12:29:00 AM
From: gc  Read Replies (1) of 97611
 
no, gtw and cpq are different. You have to ask yourself why CPQ'inventory kept building up? Was 4Q report outstanding given the fact it had stuffed its channel out of daylight? No, it was just an ok report. Then the answer is obvious: Because it can't compete. If that is the reason, then I wouldn't buy until they change their business model, regardless the stock price. Remember, if analyst's estimate is correct, they will earn $0.32 in 1998 which put their PE well over 70 at this level. This makes DELL's stock looks very cheap! Its PE is only 30.
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