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

To: Patrick E.McDaniel who wrote (75484)	1/9/2000 7:13:00 PM
From: MeDroogies	Respond to of 97611

Value implies a low price on a company that is solid and has good business. Representative companies are those who have brand name recognition, solid product lines and a very good balance sheet. Positive cash flow is a plus. CPQ meets these criteria in spades. CPQ has no debt, and lots of cash. CPQ has solid investments in several major companies. CPQ's product lines have suffered somewhat, but many of their new ones are promising, while their older ones remain leaders...if not THE leader in their arenas. While Dell has creeped up in the past year, CPQ has been in the midst of a very difficult integration period with DEC. That period is coming to a close and CPQ is now able to actively work on and improve all its product lines, and has slowly begun to prove it is doing so. It has a highly recognizable brand name, and it is a trusted manufacturer with many B2B relationships that will pay off this year. I don't doubt Dell is a very good investment, but if discount CPQ as a value at these levels...then you are blind. I continue to make comparisons to AAPL 2 years ago. To not do so is to simply blind yourself to solid business.