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

To: Elwood P. Dowd who wrote (84563)8/30/2000 2:04:56 PM
From: PCSS  Read Replies (2) | Respond to of 97611
 
@ 2pm CPQ's getting some progression towards even ...

still 7/16 to go but I've been seeing the bid steadily increasing .... maybe good will continue

Michael



To: Elwood P. Dowd who wrote (84563)8/30/2000 7:09:43 PM
From: Harry Landsiedel  Respond to of 97611
 
El. Re: "Compork looking for a place to settle." IMHO, the jury (Wall St.) is still out on CPQ. Capellas needs at least another couple of successful quarters and beating estimates by at least 5¢ to get some respect.

Only then will we see any kind of sustained rise and expansion of the PE. In the meantime, demand looks good for the rest of 2000, and the market is moving to CPQ's strengths in servers. We can afford to be patient, IMHO.

HL


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