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

To: Elwood P. Dowd who wrote (76562)1/25/2000 5:44:00 PM
From: dmccoach  Read Replies (2) | Respond to of 97611
 
Capellas said he was comfortable with $1.08 for the year, not $1.80.



To: Elwood P. Dowd who wrote (76562)1/26/2000 4:35:00 AM
From: JDN  Respond to of 97611
 
Dear El: When Capellas said he conservatively felt growth would be 15% you could just see the stock slide. 15% may be ok for a nuts and bolts company but not high tech with its high multiples, especially when CPQ revenue actually has slid at this point. I dont know if he was being totally forthright or if he was trying to play the MSFT game. If he was being forthright I see no big future for this stock this year. JDN


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