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

To: rupert1 who wrote (76654)	1/26/2000 3:50:00 PM
From: Salah Mohamed	Read Replies (1) \| Respond to of 97611

Victor ... About Storage >>>I have been sceptical of COMPAQ's claims to be a major supplier of storage for some time. The best that can be said is there is a lot of potential.<<< Are you kidding me? .... Read ************** IBM opening SAN testing facility By Mike Tarsala, CBS MarketWatch Last Update: 11:51 PM ET Dec 14, 1999 cbs.marketwatch.com From the article: Compaq is the top seller of disk storage systems, with $5.8 billion in 1999 revenue, followed by EMC with $4 billion and IBM with $3.6 billion. ************** It is clear from this article that CPQ is the largest storage supplier. The main question is: Why WS is giving EMC such a high multiple for their storage biz while CPQ and IBM are not rewarded for the same biz?.