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

To: Elwood P. Dowd who wrote (90688)	4/12/2001 8:18:08 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Belllwether GE's record Q could be the "single event" catalyst we needed to turn this market around. El

To: Elwood P. Dowd who wrote (90688)	4/12/2001 5:56:12 PM
From: Night Writer	Respond to of 97611

CSCO isn't ahead of CPQ today. CPQ earnings per share are still better then CSCOs. CPQ also needs to earn less on greater sales then CSCO to continue doing so. A simple mathematical function of having 24% of CSCOs shares and greater sales. It has nothing to do with which is the better company. It has to do with simple math. I figure one compaq share is roughly worth about three CSCO shares. Maybe more. I did the math on the fly so you may want to check it. Think about this. CSCO's best Q is $0.12. CPQ should make $0.15 this Q and business is not good. MW