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


To: Captain Jack who wrote (81916)5/3/2000 5:39:00 PM
From: PCSS  Read Replies (1) | Respond to of 97611
 
CJ & victor,

I see MC/CPQ doing all the right things ... it's just a matter of time ... yes, CPQ is in a trading range ... noone has posted the 'dead-money' phrase in a long time ...

I don't know what's going to do it ... it being UP through 35 & onto 40-ish ... but it WILL be done ... maybe it's another qtr's worth of gain with cost reductions ... maybe it's something much MORE critical.

I have NOT lost my faith in MC nor Ben nor CPQ ... our (my) time will come and I don't believe it's at most 5 months away.

BTW ... I don't remember anyone talking about the prowess-ness of CPQ's investment but rather that it was a + to get rid of the money/brain drain of AV and get something back in return ... I do believe over-time that CPQ's investment portfolio will significantly increase in value, at this time I don't believe many portfolios have increased much in value.

Michael