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: trust fund pirate who wrote (22627)	3/19/1998 9:21:00 PM
From: jabbo	Respond to of 97611

Fellows, don't look at CPQ from a price perspective. If margins keep deeping taking with it earnings, would you pay 25 times earnings for company that may see its eps growth dip to 10%, at least until the dust settles? Its not the price, its how much you are paying to participate in the growth of the company. Long term this company may have gotten the first signs of the IBM Flu (circa early 90's).

To: trust fund pirate who wrote (22627)	3/20/1998 1:10:00 AM
From: Tech Master	Read Replies (1) \| Respond to of 97611

TFP- >>>Agree CPQ is a great longer term play, but I think it could take two or three quarters. I plan to buy on any dips. If I'm wrong and miss the bottom, I'll buy once the up trend is established. For buy and hold investors, I think CPQ at these levels represents a big opportunity. <<< Once again I agree with your comments.... any additional weakness will be met with strong buying.... we may see a quicker turn around than most people suspect... Tech Master