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

To: zalesky who wrote (17777)	2/20/1998 3:49:00 PM
From: StockMan	Read Replies (1) \| Respond to of 97611

Re -- UNDERPRICED CPQ Since CPQ is in the same leagues as IBM,HP shouldn't it trade at the same P/E as those companies? Stockman

To: zalesky who wrote (17777)	2/20/1998 5:40:00 PM
From: Howard Feinstein	Read Replies (2) \| Respond to of 97611

My largest position is in CPQ and I'm as optimistic as anybody on the stock, which is why I bought in at 30, but I'd like to know why a host of threaders think CPQ will be 40 by end of next week! I'd love it to happen, but don't think I can will it to happen! Howie

To: zalesky who wrote (17777)	2/20/1998 7:02:00 PM
From: Bazmataz	Read Replies (2) \| Respond to of 97611

I'm sorry but I disagree. Granted, I own some CPQ and hope it goes higher. But the fact is, the money IS flowing into DELL. There are many reasons why, and none of those will change over the weekend. The money is flowing into DELL for very positive reasons and very positive future outlooks. Why, all of a sudden, without any inciting factor, would the money decide to LEAVE DELL and avidly accumulate CPQ? The reason DELL is being assigned its higher price is in its earnings report and future outlook. It's not a false runup. It's not JUST momentum (although some of it may be). It's not on rumors and innuendo. CPQ just doesn't have it yet - and there's no reason to think Monday will be any different from today. Sorry, just OMHO. BC