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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (50639)3/1/1999 10:27:00 AM
From: John Koligman  Read Replies (3) of 97611
 
Elwood, I would tend to prefer buying the beaten up gorillas first, with Cisco a prime candidate, along with EMC. I would only buy CPQ at this point (again based on recent past history and performance) if the stock became a compelling value in view of the risk involved. In my mind, that would probably be in the mid twenties. There is just no reason to chase it based on it's trading history and management's performance lately. I do think EMC especially is a much better story, and there are just too many other quality issues around. Until EP and EM put together a better story as told by stock performance, CPQ is a trading stock as I see it.

Best regards,
John
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