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Technology Stocks : Compaq

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To: rupert1 who wrote (37132)11/22/1998 3:10:00 PM
From: rudedog  Read Replies (1) of 97611
 
OK, at the risk of being redundant, I would go for PSQL (in fact already did...) good, lightweight company carving hunks off of the lumbering SAP beast, while also stealing lunch from Oracle's apps business (easy since the Oracle team has their shoes on the wrong feet and their shoelaces tied together) and the market Baan created but couldn't supply. PSQL is small enough that they should continue to show good growth for a while just drafting the big boys - kind of like the early Dell strategy. Time will tell if they can become a big player.

They took a big hit this summer for a variety of reasons and I see no reason why they shouldn't return to the low 20's pretty quickly (their mid-summer level)- they were at 10 last week, 12 now.
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