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


To: Sonki who wrote (18089)2/25/1998 11:31:00 PM
From: John Koligman  Read Replies (1) | Respond to of 97611
 
Sonki - So what is Compaq's 'new slower growth' in your estimation? As for insider sales, are you talking about Ibexx' post a week ago? I checked it out also, there was a 10,000 share buy, but a 67,000+ share sell by a VP, I'm guessing it was options related. In either case, buying is a much better signal, although 10k shares 'ain't much' in my opinion....

John

PS - I saw your post on the Dell thread about another 23,000% - well, at current market cap, if Dell doubled you are talking about a market valuation of close to 100 billion....



To: Sonki who wrote (18089)2/26/1998 7:33:00 AM
From: Mohan Marette  Respond to of 97611
 
Sonki: We don't know what CPQ's growth is going to look like after the merger, so any such conclusions might be a bit premature. As a shareholder of DELL I like what they do and I admit their growth rate is faster, but remember they are a smaller company in size and therefore easier for them to grow in percentage perhaps not so in revenue.

ref:
i have both cpq and dell but cpq's pe is very high compare to it's new slower growth. Dell is growing at 4x the industry.