Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gizelle otero who wrote (30576)	8/5/1998 10:38:00 AM
From: Knighty Tin	Respond to of 132070

Gizelle, Hate 'em both. Compaq is way overpriced given the rosiest scenario of their earnings and growth in the future. Why? See Bill Fleckensteins article (Eddie Gammon's note above has the URL). Lying only lasts so long and even the bulls eventually catch on. I hope. 3 Com is not as overvalued as CPQ and if you used analyst estimates, a horrible idea in any situation, it would be a screaming buy. But I disagree with those estimates and think this combination of a commodity networking co. and a commodity modem co. is going to have a tough time growing eps at any time in the future. Those markets are simply an idea whose time has gone. So, though the stock is hardly grotesquely overvalued, I think it may be pricey based upon a realistic look at the business. MB