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

To: Ibexx who wrote (25442)	5/2/1998 9:30:00 PM
From: Jeff Mills	Read Replies (1) \| Respond to of 97611

Comparisons: DELL Trailing 12 Months Revenue = $11.727 Billion DELL Shares Out = 640.317 MM DELL Price 5/2/98 = $84 1/8 DELL Market Cap = $53.866 Billion DELL Price To Sales Multiple = 4.59 CPQ Trailing 12 Months Revenue = $24.496 Billion CPQ Shares Out = 1584 MM CPQ Price 5/2/98 = $29 1/2 CPQ Market Cap = $46.728 Billion CPQ Price To Sales Multiple = 1.91 Notes: DELL worth ~ $7 Billion more than CPQ, yet DELL is ~ 2.08 times smaller than CPQ in sales. If CPQ sold at the same Price to Sales ratio as DELL (ie 4.59), CPQ would be $71 per share. At under 2 x sales and with DEC coming on, definately more bang for the buck...I would be nervous if I just bought DELL last week.