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

To: Andreas who wrote (27694)	6/14/1998 4:09:00 PM
From: Gaston Teran	Read Replies (1) \| Respond to of 97611

Hello everyone! This week I became a Compaq employee. I started the week with DEC and ended it with "The New Compaq". Aren't you proud of me? Anyway, I don't have much to say other than I think this new company will be highly successful. Pfeiffer has clobbered us this week with 101 speeches all saying the same thing, "I WANT TO BE BIG!". His dream is to make Compaq grow and grow at a super-fast rate into the #1 computer maker in the world and I think he will achieve his goal. Who knows, after DEC is swallowed, there could be more mergers. Gaston

To: Andreas who wrote (27694)	6/14/1998 5:17:00 PM
From: Xpiderman	Read Replies (1) \| Respond to of 97611

Andreas, I believe CPQ is fully valued at current price. It is trading at the high end of its historical P/E range, no matter what earning per share you use, trailing EPS or projection EPS. (see exchange2000.com for numbers) On the other hand, there are plenty of tech stocks trading at much attractive (than CPQ anyway) P/E multiples by the same comparison: SUNW, ASND, TLAB, IBM, HWP, CA, MSFT INTC. Even DELL and LU are more attractive because of their much faster EPS growth. I am a CPQ share holder, I hope CPQ trading up, but still think CPQ is fully valued. By the way, there are stocks like MOT, MU and WDC are more "over-valued". Cheers, XyZ