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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Senator949 who wrote (72039)11/17/1999 9:53:00 AM
From: Elwood P. Dowd  Respond to of 97611
 
CPQ has been overly punished and is now, imho, way too cheap. So much in the way of good news has been put on the table since Capellas took over and the stock is lower than it was then. Last nite's vote of confidence from Rosen in the form of a dividend increase should be viewed as a sign that the turnaround is progressing well. I still say that 28-30 is doable by 12/31. El



To: Senator949 who wrote (72039)11/17/1999 9:59:00 AM
From: Elwood P. Dowd  Read Replies (3) | Respond to of 97611
 
INTC can't keep up with the demand for Pentium. Isn't CPQ their biggest customer? Somebody is building boxes and hopefully selling them as well. El



To: Senator949 who wrote (72039)11/17/1999 12:25:00 PM
From: PerryA  Respond to of 97611
 
Maybe as CMGI gets over priced people will realize CPQ is cheap way to get a piece of the action....

I hope you are right, but for some perspective on that, check out SEG owning 35% of VRTS and also the discounts on closed-end funds.

Regards - PerryA