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Technology Stocks : Compaq
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To: Mao II who wrote (46739)2/2/1999 5:31:00 PM
From: Loki  Read Replies (2) of 97611
 
Mao II...If your analysis of CSCO
holds true (which might be parallel to DELL)
then the pull back(s) will affect CPQ.

Do I want to own more CPQ???????

"On the other hand, who knows how people react"
True...I would have never expected such a run up from Oct.

"After market is not a very precise measure"
Very true. Low volume.

"CSCO's valuation is really sky high this time"
Yes!! At 110 about 75 X '99 estimates.

Loki
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