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

To: MeDroogies who wrote (78740)	2/25/2000 1:02:00 PM
From: Piotr Koziol	Read Replies (1) \| Respond to of 97611

Comparing favorably CPQ to HWP: The Wall Street Transcript Publishes Interview with Money Manager Theodore Parrish NEW YORK, Feb. 25 /PRNewswire/ -- Theodore Parrish, Vice President of Portfolio Management for Henssler Asset Management, examines portfolio management strategies in this timely and deeply informative 3,600-word interview from The Wall Street Transcript (212-952-7433) or twst.com. In a valuable review of investing strategies, Parrish explains his approach to managing money, his insights about the sector, explains his portfolio composition, and offers specific stock recommendations. Parrish explains, "For a lot of the companies that are taking part in the Internet, their valuations are just expanding at an alarming rate. I try to make sense of it. I try to look at Microsoft (Nasdaq: MSFT) versus Oracle (Nasdaq: ORCL). I try to look at Hewlett-Packard (NYSE: HWP) versus Compaq Computer (NYSE: CPQ). I'm not going to pay too much for Hewlett-Packard if it's selling for twice the multiples of Compaq." Parrish continues, "I own Applied Materials (Nasdaq: AMAT). I'm not adding to it right now. I own Cisco Systems (Nasdaq: CSCO). You've got to own it. The company is taking business away from everyone. Top-line numbers always seem to exceed analyst targets. The company has over $14 billion in cash. I really like Computer Associates (NYSE: CA). I think that it has participated in the expansion of the technology stocks and I think it has a big upside." Parrish talks about stocks in technology: "Equifax (NYSE: EFX) I list in technology. I think it's going to capitalize off the Internet just because of the database that it has. That's going to be very helpful in the future. It is really cheap right now. I like it. Intel (Nasdaq: INTC), I think you've got to own it with the new products that it has coming out in the future. I really like Intel for the long term. Parrish states, "I really don't care too much for Nokia (NYSE: NOK). It's a great company, but it's actually just a little too expensive for me. The reason is their product is one that changes everyday. They sell the telephones, but that's an area where nobody has any pricing power. Just as an example, they'll sell a phone for a month at $100 and three days later it's free. Everybody's going to the Internet. They're really starting to sell the Internet phones just like Sprint (NYSE: FON). But I just don't see how they're going to be able to maintain the pricing power." Parrish talks about the healthcare sector: "My next company is Shared Medical Systems (NYSE: SMS). I put it in technology because they sell the network and management systems for the healthcare services industry. The reason I own it is because I couldn't own HBOC and it's a good company. It's growing at 20% plus a year and their products are good." To obtain this insightful 3,600 word report call 212-952-7433 or see twst.com This is one of four extensive money manager interviews published this week by TWST and included in the INVESTING STRATEGIES Sector of TWST Online at twst.com The Wall Street Transcript is a premier weekly investment publication interviewing market professionals for serious investors for over 36 years. At twst.com TWST Online provides more than 1000 free Interview excerpts. For recent recommendations by analysts and money managers visit twst.com For 100 free money manager interview excerpts see archive.twst.com The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations. SOURCE The Wall Street Transcript -0- 02/25/2000 /CONTACT: Mr. Peter McLaughlin of The Wall Street Transcript, 212-952-7433/ /Web site: twst.com (MSFT ORCL CPQ HWP AMAT CSCO CA EFX NOK FON SMS) CO: The Wall Street Transcript ST: New York IN: PUB FIN SU: -0- Feb/25/2000 12:02 EOS (PRN) Feb/25/2000 12:02 85 -0- (PRN) Feb/25/2000 12:17 se f