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


To: Joe Antol who wrote (17199)2/11/1998 12:03:00 PM
From: hitesh puri  Read Replies (2) | Respond to of 97611
 
Someone is definitly buying CPQ in a big way. Big blocks going through and resiliency of the price during profit taking is indicative of that. It doesnt take a genius to figure out that CPQ is grossly undervalued compared to the valuations being meted out to DELL. One year ago I would have supported the disparity but not anymore. Direct sellers have lost the advantage (rather others gained it) and they do not have the sales and support organization close to that of CPQ+DEC.

-hitesh