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: Xpiderman who wrote (20432)	3/7/1998 7:17:00 PM
From: Mohan Marette	Respond to of 97611

Find anything noteworthy??? Xy: Thanks for that post, very interesting indeed as to what EP had to say about the situation.Didn't have a chance to read it thoroughly to see there is anything between the lines here.You guys out there find anything noteworthy?????

To: Xpiderman who wrote (20432)	3/7/1998 9:42:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 97611

Xy, Thanks for the info. What day did the interview take place and the source of this transcript? Thanks in advance. Ibexx

To: Xpiderman who wrote (20432)	3/7/1998 10:14:00 PM
From: Paul Brimhall	Read Replies (1) \| Respond to of 97611

CPQ Valuations: Historical 5 Yr YTY EPS Growth for CPQ: 48.56 If one uses a projected 5 Yr Comp. Growth Rate of 20: Benjamin Graham's Theoretical Price is: $51.90/Sh. or 48% Undervalued. (Of course it fails all of BG's other criteria.) Using the Buffett Model the 10 Year After Tax Compounded Rate of Return for Compaq: 16% (Historical ROE Avg of 22.3%) Another good valuation model shows a valuation of $49.33 using a Return on Total Capital of 21.46%. (ROTC is defined as Net Income + Long Term Debt. This model also factors inflation and Corp. Bond Rates.) Of course the key factor is future growth. I believe the box makers will consolidate eventually leaving a Big 3 (read: automobiles). Who will they be: CPQ DELL IBM/HWP/GTW??? Who knows? Certainly DELL & CPQ. I believe Eckhard will use this to motivate his troops. CPQ will be okay. Any kind of growth leaves this stock still undervalued long term. TA shows extreme oversold conditions. Short term I believe there will be a small bounce and then some progress in the quiet period and finally relief at earnings. Mikey (Dell) is smart to stay in his niche. Eckhard has big ideas and an ego to match but the guy is smart and very motivated. He will lead. Has anyone received those slick little retail brochures from DELL? Makes me want to pull out the plastic and order one of those neat 333 Mhz hotrods!

To: Xpiderman who wrote (20432)	3/8/1998 12:26:00 AM
From: Scumbria	Respond to of 97611

RE:"Pfeiffer: We see good growth in our consumer business in North America and really in all markets around the world..." Good growth in the consumer PC business portends good growth for Cyrix. Apparently Compaq is having trouble selling their commercial systems (i.e. overpriced Intel boxes.) Of course there still are a lot of people out there willing to pay a few hundred extra bucks for the bunny's endorsement. Scumbria