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

To: rudedog who wrote (84187)	8/13/2000 11:05:14 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

Rude-- but with a P/E of 61 DELL looks better than it has in a long time for a ride. I suspect it will see 42 - 45 in short order. Probably not in a day or 2 but soon. I'll be adding a little stock or options tomorrow or at the 1st sign of strength... that cat is not dead yet and will bounce,, just from where is the question..

To: rudedog who wrote (84187)	8/15/2000 9:36:31 AM
From: profile_14	Respond to of 97611

Rudedog, thanks. I will post later today a comparable company analysis (I see some of your and other's posts over on the Yahoo board regarding the topic) and I think this will be a healthy update to the one I posted last April. This analysis will be based on a Enterprise Valuation methodology which is used by anyone interested in acquiring equity stakes in firms and is not based on p/e's. In any event, you are correct in talking about the mixed bag theory. The same applies to most other stocks I follow that have investment income. It seems that the language among the analysts and the television networks is still ambiguous and folks use it to their discretion to spin it the way they like it, as long as the margin of error does not exceed the investment income amount. The same thing happened here several times recently. Do you, or anyone else for that matter, have any thoughts on a trading range for Compaq going forward? It seems to be basing much higher and not suffering with the rest of the market recently. I am interested in playing calls for January and am thinking about getting the 35's or 37.5's on the next dip. Thanks in advance.