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

To: Elwood P. Dowd who wrote (86254)	10/30/2000 11:49:45 AM
From: tonyt	Respond to of 97611

WEDW 10/29/00 - 12:38 PM... technology offered really good value in the market and i think it's here now. Louis: I just opened my eyes wider. I haven't heard you boost technology in a long time. Where do you think there's value in technology? >> A number of companies. I like compaq for a while, although compaq has been more or less flat in performance, despite steadily improving results. I think it would have traded higher had we not been going through a technology correction. Motorola is higher than the beginning of the year, showing it priced in a more realistic outcome. It's had trouble in mobile phone sales, but it has a good look ahead. I think it is a reasonably priced stock. Louis: Is your belief in compaq also a belief that we have talked too much about the end of the p.C. Era? >> I think that's priced in, yes. I think all that talk is priced in and i think the p.C. Companies, certainly dell had a software correction. The p.C. Companies have had their correction. Compaq also has had other..