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

To: Elwood P. Dowd who wrote (23858)	4/3/1998 5:42:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

El: One thing to keep in mind with CPQ...the 52-week low is still 14, but as time progresses, that number will start moving up toward 20, as the 52-week window shifts...from a psychological point of view, CPQ at 25 really doesn't look too cheap when the 52-week low is 14 (it is still 80% above that low !!!!)....if the 52-week low is in the low 20's, suddenly CPQ might start appealing more to those who like to buy beaten-down "value plays". I realize it's all psychological, but it has some validity. Of course, if CPQ dropped down to 14 again that might also do the trick <g>. Jimbo.

To: Elwood P. Dowd who wrote (23858)	4/3/1998 10:25:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

Undervalued Stock Ideas Editor Likes Intel, Dell, Microsoft Dow Jones Online News, Friday, April 03, 1998 at 09:29 NEW YORK -(Dow Jones)- The editor of Undervalued Stock Ideas newsletter said he looks for companies that dominate their market, have little debt and show a solid cash flow. Randy Williams-Gurian said his newsletter focuses on technology and retail stocks; his picks include Intel Corp. (INTC) and Dell Computer Corp. (DELL). He also likes Microsoft Corp., (MSFT) which he says is under very little pricing pressure for its software products. "We also like the fact that they are spending over $2 billion on R & D, and we think their NT product is going to do extremely well, better than the market expects," Williams-Gurian said. He said his average holding period is 1 1/2 to 2 years. -Nancy Fonti; 201-938-5171 Copyright (c) 1998 Dow Jones & Company, Inc. All Rights Reserved. Would have been a nice chance to mention CPQ, huh ?? INTC, DELL, MSFT...man, this guy is really going out on a limb with those 3 picks, huh ??