SI
SI
discoversearch

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: Larry J. who wrote (20220)3/7/1998 1:30:00 AM
From: kahunabear  Respond to of 97611
 
Yeah, and if red tulips are worth $600 per bulb then the pretty purple ones must be worth $1000.-g-

WS



To: Larry J. who wrote (20220)3/7/1998 2:01:00 AM
From: Dave Krishna  Read Replies (2) | Respond to of 97611
 
Larry,

Re: Valuation

Kind of hard to compare CPQ to ASND. At least CPQ makes money.
I agree with your point, it is a no brainer from a valuation perspective. YHOO and AOL are ridiculously overpriced. Must be
harder to sleep at night holding those stocks. If CPQ goes on sale
Monday it won't be for long. Value investors will scoop it up.

I don't think the reaction will be amplified on Monday because of the
Friday warning. Too much time for people to think over the weekend
so it won't be an emotional reaction. I'm looking to buy Monday as
I think the selling is already way overdone. I find no logical
reason to sell this stock unless you are a trader or short term
investor.

Regards,

Dave