SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (69498)10/22/1999 12:22:00 PM
From: Steve Lee  Read Replies (1) | Respond to of 97611
 
>>And this is a Fortune 100 company? How?<<

Because PC's did not used to be competitive in the business market and companies would pay top dollar for brand names rather than risk buying dodgy cheap goods.

However, now we have Dell and their like selling quality at prices that Compaq cannot match. Compaq will not go bust but they will not be able to change their business model overnight, or within a year for that matter so the prospects of earnings growth sufficient to support the multiple are dim.

Another downward move on high volume today. IBM up, DELL up, CPQ down. This is not an IBM thing, this is a CPQ thing.



To: Elwood P. Dowd who wrote (69498)10/22/1999 7:49:00 PM
From: harkenman  Read Replies (1) | Respond to of 97611
 
You are a glutton for punishment. Sometime in June when it was around 20's I told you to give it up that the stock was going to crash. And crash it will. Why didnt you sell when recoverd somewhat and it hit 26 sometime in July? Stock will skid around to 17-18 before it recovers any. CPQ business model does not work. Its time has come! Tell Jimbo about this.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News