Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Andreas who wrote (81412)	4/20/2000 11:27:00 AM
From: rupert1	Respond to of 97611

Andreas: One answer to all your scenarios - CPQ will vist $26 again. It may start down after earnings, or after a couple of weeks. ( I think maybe it can reach $30 be earnings). Assuming Capellas performs as promised - especially on cutting costs - then the real run up will start just before 2Q earnings in July, after which it will go to the $33-38. Advances from that will come in November-January. Wish I could be more specific. Why dont you buy TYCO if you want a stock that will probably double in 9 months - low p/e, low PEG - both a value and a growth stock.

To: Andreas who wrote (81412)	4/20/2000 12:10:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Andreas, Solid top line, .16 from operations, .03 from investments, solid cc. That should cause CPQ to pop. A little less and we see $26. Disappointment and we see.....pick a number less then $25. Although the recent correction, option expiry, and the three day weekend are killing any pre earnings run up. This should minimize a post earnings sell off. I'm looking for acceptable numbers this quarter. Second half of the year is the real pay off. Nooobody really expects great numbers this quarter. All signs point to the second half. NW