Compaq Message Board - Msg: 458383

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Xpiderman who wrote (645)	11/18/1996 7:34:00 AM
From: Thomas Dremel	of 97611

Xy Zhao. thanks for the info on Barrons. The analyst points out that CPQ gets over 80% of their sales (and more for net profit) from the business side, not the consumers. In addition, even if their is a little lull from the US consumers, the overseas consumers will come in. It's interesting about CPQ's cash position - 2.4 billion. They'll do something with it - either in the form of acquistions (whcih I think will come in the server area) or through a huge stock buyback. It will probably be both. The 6.00 EPS est for 97 from 4.50 this year is over a 30% jump. Putting a 18 PE on 6 gives a 108 stock price next year! As we get closer to the end of the year and 4th qtr earnings, it seems likely CPQ will split the stock (as DELL recently did).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next