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Technology Stocks : Compaq
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To: Night Writer who wrote (32894)9/14/1998 12:40:00 AM
From: Lee Lichterman III  Read Replies (1) of 97611
 
I agree CPQ should be fairly immune since they took such an extreme haircut when the inventory problem came to light and the aquisition fears arose. If I had spare change to let sit for a few years, I would load my spare bedrooms and garage with CPQ as I think they will be the "Blue Chip" of the future. My only fear for them is that they diversify too much down the road and end up like HWP. Pfeifer has already indicated he is still shopping to move into other avenues. I only hope he finishes digesting this meal first although with stock valuations so low on many other companies, he may be able to get a cheaper deal by acting now.
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