Compaq Message Board - Msg: 7819914

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Technology Stocks : Compaq

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To: Aitch who wrote (48038)	2/14/1999 5:20:00 AM
From: rupert1	Read Replies (1) of 97611

Aitch: Most of the DELL-baiting is from people who have sat in CPQ for a year or more while its price has stagnated or declined while DELL's has soared. There is whiff of "cutting off my nose to spite my face" about it all. If Dell tanks on Tuesday or next week, so will CPQ - but by a lesser percentage loss. We may then be bedevilled for a month or so with the Greenberg's and Kumar's of this world making a few dollars spinning stories with their "told you so". DELL must go through a downward revision of its p/e status - but hopefully this will be orderly, over time. Likewise, CPQ must go through an upward revision to reflect its greater diversity, and predictability of earnings, the development of AV and the steady but progressive increase in its shareholder dividend. CPQ needs a p/e upgrade of about 7. DELL needs a downgrade of about 25. The odds are on more carnage on Tuesday, but I have a sneeking suspicion that the initial reaction to DELL on Tuesday will be relief and we may get a sympathy pop in CPQ's price. If we do, I would not bank on it lasting and would trade out of CPQ again. ****OT******* Thanks for the league table link. Liverpool were dreadful yesterday. I may have to come out of retirement to play for them.

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