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Technology Stocks : Compaq
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To: rupert1 who wrote (56053)4/8/1999 12:40:00 PM
From: rupert1  Read Replies (2) of 97611
 
For those who don't know Flekenstein has missed about 1000% of the run-up in technology stocks in the last few years. This piece by him should be read as his attempt at sarcacism - the fool's last defence:
_______________________
from StockSite, 4/8/99

"The PC market offers great opportunities for
investors. IBM's (IBM) announcement of a
billion-dollar loss on PC operations should be a boon
for other box-maker stocks. Emachine's overnight
cannibalization of a 10% PC market share with its
sub-$600 PCs can't help but increase margins and
Dell. Forbes ASAP magazine column claiming Dell
made $3.1 billion buying calls and selling puts on its
own share price over the past three years ($600
increase Dell's allure. Investors can now see Dell for
what it really is - an exciting one-way lottery ticket on a
rising share price rather than just a boring old PC
maker. In that light, Dell deserves a higher multiple.

"Other PC companies like Compaq (CPQ) should
also benefit from plunging PC prices and loss of
market share. Of course, Intel (INTC) itself is the
ultimate beneficiary of collapsing PC prices and loss
of market share to low-priced microprocessor
competitors like AMD (AMD) and Cyrix, who
dominate the burgeoning low-end market. Every manager
should add more INTC to their portfolio of
stocks to take advantage of this great company's
declining unit price, revenues, margins and market
share.
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