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


To: Craig Schilling who wrote (20864)3/9/1998 12:10:00 AM
From: Windseye  Read Replies (1) | Respond to of 97611
 
Craig,

Thanks for the perspective... it feels this way to me also, in fact I'm amazed that the run up has persisted as long as it has for all the tech stocks. Perhaps we are now seeing the, what was it called applied to sectors, the revolving mini-sector-recessions? Didk drives have been rolled through... now they are rock bottom commodities. Monitors have been pushed down very low as well... amazing how long 14" SVGAs were kept in the mid 200s. Now it's Pentium class CPUs, AND box makers in certain markets.

Any idea where I caould see a graph of CPQ PEs over, say, the last 10 years? I've got Windows on Wall Street here, but haven't loaded the data and explored it yet...

Doug



To: Craig Schilling who wrote (20864)3/9/1998 12:59:00 AM
From: kahunabear  Respond to of 97611
 
I think you've got it. The answer that is.

WS