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Technology Stocks : Compaq
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To: Richie who wrote (36374)11/12/1998 11:18:00 AM
From: PCSS  Read Replies (1) of 97611
 
CROSSROADS ??

It could be CPQ's time

1) Worry about DELL's earnings and extremely HIGH multiple

2) CPQ's well-timed aggressive and positive direct sales and SMB announcement 'yesterday'

3) WS's 'beginning' acceptance of the CPQ buyout and integration of DEC. As well, increases in profits & services.

5) As yet unrealized value of Alpha, Altavista, ...

6) Lowering non-issue of inventory problems.turnover

7) CPQ's piecing together of a FULL-service company approach and delivery.

8) It's time for WS's DELLers to change horses

NOW could be just the start of REVITALIZATION and stock GAIN time

Michael
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