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


To: hpeace who wrote (13933)1/18/1998 10:44:00 PM
From: Jorge  Respond to of 97611
 
Steve.....I guess 'hpeace' is you.....Thanks for the link......On Charles Schwab's Analyst Center they just interviewed two individuals: Dan Niles, V.P. and Principal Analyst for BancAmerica Robertson Stephens....and Brett Berry, Senior V.P. and Co-Manager of Equity Portfolio Bailard, Biehl, and Laiser.........D. Niles stated CPQ was his favorite boxmaker pick citing both earnings and multiples upside.......B. Berry's favorite is IBM but stated "CPQ deserves a look after the hammering the stock took over the last month and a half".........They both said CPQ and the other large boxmakers stand to do better in the high-end market over some of the already established players like SUNW because of their size, resources, and other factors I can't remember....They said this is the fastest growing and most profitable area in computers for the forseeable future and CPQ and other big companies should do quite well................OFF TOPIC.....What is the significance of your new 'handle'?.......George