Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jimbo Cobb who wrote (18837)	3/2/1998 9:02:00 PM
From: Andreas	Read Replies (5) \| Respond to of 97611

As is usually the case with statistics, you can use them to prove just about anything. yes, cpq has doubled in the last year. However, all of that doubling occured in the first six months. CPQ is the same price today as it was on August 15, 1997!! Nothing of any significance has occured since August 15, 1997. And for those poor souls who may have bought cpq in september and early october they are looking at a loss as of this date. so what's your point? Sure those who bought a year ago are in good shape. In fact they should have sold in september and bought dell - now that would have really resulted in some serious profits over 12 months. As to your sarcastic comments about my post concerning dell - I didn't suggest that a good portion of dell's current price isn't justified - it is. All I said was that Dell is a better salesman. Dell is overhyped and therefore IMO over priced. You amaze me.

To: Jimbo Cobb who wrote (18837)	3/2/1998 9:02:00 PM
From: Todd Kernke	Read Replies (1) \| Respond to of 97611

Once the deal closes, our price target could rise $6, even in the face of significant decline in projected growth rate -can't disclose my research, but can say, they've been very good to me and others I'm very new to this one Trying to follow the Peter Lynch philosophy on this one, and buy what you know(own). CPQ looks extremely attractive if your gong to hold my pound with what I have in mind. This price cut sounds very normal, and nothing to panic over. Markets eventually find value. They're no genious, just a group of stupid human behaviour where no one has the edge (smart money has insight without a short term memory) Good luck to all TK