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

To: Senator949 who wrote (73681)	12/13/1999 11:28:00 AM
From: Elwood P. Dowd	Respond to of 97611

Lifted at the Zoo.... CNNfn - Market Coverage Transcript: CNNFN 12/13/99 - 10:54:45 AM...Lauren: You can make a brief commitment there. And compaq , what do you like about them? >> Tough year for compaq in 1999, but most recently the changes in management we view as a positive. It's likely that this next quarter's earnings and revenue numbers are going to come in above expectations. We've seen the stock move off its high teen lows to the mid 20s. Certainly not as high as it was earlier in 1999, while it's closer to $50 a share, but here we think it's a relative value play. If you want to own tech stocks, names like philips electronics, compaq , first data corporation are all names that are relatively valued appropriately within the technology arena. Lauren: All right. There it is. The value equation there coming from david sowerby of loomis sales in detroit. Thank you very much for joining us.