Compaq Message Board - Msg: 560939

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Technology Stocks : Compaq

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To: michael c. peterson who wrote (1357)	12/17/1996 11:40:00 AM
From: Rob Rob	of 97611

If my memory serves me correctly, I believe you were the one who brought up that PC manufacturers were ripping off the "poor" corporations as component prices were falling. What if now these component prices are low enough in order for the PC companies to pass along these savings to their customers. For the PC companies, they still maintain excellent margins and are able to save their customers a couple of bucks. Any company growing at 16% during this late stage in our economic expansion is excellent! The market is always looking for growth opportunities and 16% growth cuts the mustard. Compound this with stock repurchases and increasing to flat margins along with productivity gains and you have a powerful model for a money making machine. Also that 3 billion dollars in cash cannot and should not be overlooked. Oh and your fair value of $40/shr, I do not agree. With $10/shr cash no way! Only thing that erodes the price is a full blown BEAR market. JMHO. Rob Rob

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