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

To: Night Writer who wrote (26141)	5/14/1998 12:50:00 AM
From: trouthead	Read Replies (1) \| Respond to of 97611

Too much information is right. And when it is conflicting it is very difficult to make decisions. After some research I now understand why the PE ratios are so different. According to the S&P snapshot on DLJ DELL is making money hand over fist and has a pe of 50 (yahoo says dell and gtw are 73) GTW is making a terrific comeback after losing 11 cents a share 2 quarters back. S&P Snapshot puts gtw's pe at 25. Shrug. Compaq was going great until last quarter where they earned 1 cent a share on an earnings dip from the previous quarter but still better than the quarter one year back. From this I have concluded that CPQ will be fine and looks like an excellent long term investment and I am going to be watching for a dip to get in. Dell also looks great, but it's a high flyer right now and that makes me nervous. Lastly Yahoo's method of figuring PE's sucks. bps

To: Night Writer who wrote (26141)	5/14/1998 9:34:00 AM
From: Ada Marie	Respond to of 97611

Very little in life is truly scientific....new and accepted ideas makes investing dynamic. Isn't perception developed through experience and accepted information ....isn't art a skill developed from perceptions? Yes, I agree, you can have information overload particularly since "information" reflects varying criteria.....To follow through on you comment, my basic point was that investing is a perception and yes I agree successful investing is art and not scientific. I won't ramble on...a few comments on several sites prompted my original comment. For those interested, I do own 1,000 shares of CPQ purchased about a month ago. Good luck to all!