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Technology Stocks : Electronics Boutique (ELBO) -- Ignore unavailable to you. Want to Upgrade?


To: Mad2 who wrote (749)10/28/2000 10:48:13 PM
From: Night Writer  Read Replies (1) | Respond to of 779
 
Mad2,
CPQ is a beaten down stock. It is a turn around story, not a growth stock. It could become a growth stock again. PCs are only a part of it's business since it bought Tamdem and Digital. Now the biggest part of sales are servers. Also landed several large super computer contracts. Beat IBM out on DOE super computer contract. Alpha servers are now the fastest computers in the world beating Sun and IBM. People are starting to see CPQ as more then a box maker like Dell and Gateway. CPQ beat expectations top and bottom line for 3Q. Currently trading at 32 PE and strong TA. 22% growth projected next year.

Caution, I could go on all night. This is my one LT stock position.<g> My two ST positions are sucking wind right now.
NW



To: Mad2 who wrote (749)10/30/2000 9:43:12 PM
From: ratherbelong  Read Replies (1) | Respond to of 779
 
Mad2,
Richard Zimmerman's downgrade to accumulate today hurt the stock price. It is interesting that he just re-iterated his buy rating within the last 10 days. Oh well, go figure! I remain confident that over time ELBO's true value will be discovered and rewarded. I would buy more here, accept I bought into another situation a couple of weeks ago and haven't seen a return yet. Good luck to ya.
EOM
RBL