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

To: trouthead who wrote (26103)	5/13/1998 4:09:00 PM
From: robbie	Read Replies (1) \| Respond to of 97611

<<Why is compaq's PE 32 and gtw and dell's are in the 70's?>> Because Dell and Gateway are grossly overvalued while Compaq is undervalued. After Compaq's big run, which we all know is coming, the gap in the PEs will narrow. Robbie P.S. I own Dell and admit it is overvalued relative to Compaq.

To: trouthead who wrote (26103)	5/13/1998 4:09:00 PM
From: Richie	Respond to of 97611

The only thing holding those PE's in the 70's range is that people are in love with the stock. The expectations that are placed on DELL and GTW are the same ones that were placed on CPQ not that long ago. That is not to say they their not great companies because they are good companies. I wished I would have purchased their stock during the same time that CPQ has floundered. Make no mistake, from here FORWARD, CPQ will outperform both of them. RichieH