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

To: Elwood P. Dowd who wrote (92336)	7/25/2001 8:55:28 PM
From: t2	Read Replies (1) \| Respond to of 97611

This is the stock to own in this industry based on Price/Sales valuation. Lower than HWP and far lower than Dell. Dan Niles and other analysts make note of this very low P/S number. Anyone also notice that P/S is being used a lot lately? There seems to have been a shift away from PE in the past few months for obvious reasons. Upgrades tomorrow? Would not surprise me to see a longer term bears on CPQ change his tune. There is always someone who wants to call the bottom in an industry and with XP on the horizon, boxmakers look like good candidates. We are too close to Windows XP to not upgrade now; business is going to improve 4th quarter with the launch if if September quarter is weak; weakness ahead of Windows launches is not unusual. Dollar slowly weakening against Euro and other currencies all work in CPQ's favor. Actually that works for US stocks in general. jmho.

To: Elwood P. Dowd who wrote (92336)	7/26/2001 12:04:24 AM
From: Andreas	Read Replies (2) \| Respond to of 97611

Elwood and Thread; Whether it be fair or not, I am convinced that the jack-asses that run a lot of public companies (MC included) really don't know their rear ends from a you know what. By way of example, one of my clients is a manufacturing company with about $20 million in sales (automotive no less) with a net profit of $2.8 million in 2001!!! Extrapolate to cpq for a moment. With $8.5 billion in sales cpq would have had to earn a profit of over $1.3 billion to match their performance!!!!! In the late 1980s and early 1990s I was one of a handful of principals in a tier one automotive supplier that earned a net profit of no less than 10% on sales even during the recession of 1990/91!!! MC wouldn't know how to tighten his belt if his pants were falling down!! He's frankly a complete j____ a__. I guess he's all you get for $29 million!!!