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

To: Elwood P. Dowd who wrote (89482)	2/3/2001 12:53:08 PM
From: Harry Landsiedel	Respond to of 97611

Elwood and thread. Re: "...saying that even though it (CPQ) has risen 40% since December that it is still undervalued." CPQ is up 59% since 12/31/00. Marcin's 2001 picks are up 40% since 12/31/00. In addition to CPQ, they are Cendant, Mattel, Motorola, Worldcom, AT&T wireless, Loral, and Lucent. CPQ and Cendant were on her list last year too. She's a real bottom fisher. And a glutton for punishment too. HL

To: Elwood P. Dowd who wrote (89482)	2/3/2001 2:53:02 PM
From: hlpinout	Respond to of 97611

Thanks El, I recorded it but haven't had time to watch. Compaq was mentioned on Bulls and Bears ( I think) but the comments were basically how well Compaq and Dell did last month in an environment that was supposedly doom and gloom. Undervalued was the general consensus with nothing mentioned about how well management has done, inventory control, etc. hio Just found a tidbit. -- 'Rukeyser' 2/2/01 8:20 PM Source:Bloomberg News Owings Mills, Maryland, Feb. 2 (Bloomberg) -- Mattel Inc., the world's largest toymaker, is ''starting to recover'' from past problems and could see its shares rise, said a guest on ''Wall Street Week With Louis Rukeyser.'' Mattel, which makes Barbie dolls and Fisher-Price toys, is now an attractive value investment, said Barbara Marcin, manager of the Gabelli Blue Chip Value Fund. Value investors look for stocks that are trading below what they think a company is intrinsically worth. Under new Chief Executive Robert Eckert, Mattel is trying to boost sales of traditional brands and cut costs after several years of lackluster results. Yesterday, the company reported fourth-quarter earnings that beat analyst estimates. Its shares have fallen 57 percent from the end of 1997. ''It's a nice time to be a value investor and to be able to go in when stocks are extremely cheap,'' she said. Other attractive stocks include Compaq Computer Corp., WorldCom Inc., American Home Products Corp. and Philip Morris Cos., she said. Compaq has fallen 31 percent from its 52-week closing high, WorldCom is down 61 percent, and American Home has slipped 6 percent. Philip Morris reached a 52-week closing high last month. Makers of computer-storage devices such as EMC Corp. will continue to benefit in a slowing U.S. economy because companies need to find efficient ways to manage data, said Liz Ann Sonders, managing director of Campbell, Cowperthwait & Co. John Bogle, who founded Vanguard Group and created the first mutual fund pegged to a stock index, took a contrarian view. He said actively picking stocks isn't worth the fees and transaction costs that eat up any gains you make. ''Own the entire U.S. stock market,'' he said. ''Don't guess on technology or automobiles. Don't guess on growth or value. Own everything and hold it forever.''