To: S.C. Barnard who wrote (16093 ) 2/2/1998 9:08:00 AM From: Skipper Respond to of 97611
Not that CPQ has been following the mkt lately...but S&P Futures up 13.8 this AM, good news from asia as they (some) come back from holidays....am hearing of reports that the DOW should bump up 100 pts. at open.... BTW Here's a snippet of CPQ opinion from one of those investment letter services that is courting my business... TRADING PORTFOLIOS (short term) COMPANY NAME TICKER BUY PRICE SELL PRICEÿ %GAIN/LOSS Compaq CPQ $30 Iomega IOM $8 1/2 Gateway GTW $38 CHS Electronics CHSE $20 Novell NOVL $7 Unisys UIS $16 1/2 C-Cube CUBE $18 1/2 Check Point CHKPF $30 AT & T T $63 Texaco TX $52 Callaway Golf ELY $27 (long term) COMPANY NAME TICKER BUY PRICE SELL PRICEÿ %GAIN/LOSS Compaq CPQ $30 America Online AOL $95 Apple AAPL $18 Wet Seal WTSLA $30 Global Indus. GLBL $14 1/4 Dell DELL $97-99 Boeing BA $47 *NEW RECOMMENDATIONS AND CHANGES TO THE PORTFOLIO* Well, all of the recommendations are new, as this is the inaugural issue of the newsletter under the name Stockwhiz, so we will have to wait till the second issue to have amendments. CPQ -- anybody who sold because they felt that the CPQ-DEC merger was a poor decision, will be regretting this move three months down the line.ÿ Not only will DEC's earnings be accreditive within the year, but this combining of forces truly brings meaning to the phrase "two head are better than one."ÿ DEC has tremendous worldwide exposure, while CPQ has the aggressive approach needed to survive today's technological world -- famous for price cuts and downsizing.ÿ This makes CPQ a major player in the enterprise NT market.ÿ There is a lot more room for growth for CPQ post acquisition than there was pre-acquisition.ÿ So, if you're able to overlook the dilution of shares, the imminent layoff of 1000's of employees worldwide, and the tremendous cost to pull off such an acquisition, then you truly are a wise investor.ÿ Push away the gray, and you will discover a plethora of black and white in the fundamentals of CPQ. Each day, we will turn our focus to a stock that we feel has both short term and long term possibilities.