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

To: Eddie Kim who wrote (33283)	9/22/1998 11:13:00 PM
From: rudedog	Respond to of 97611

Eddie - My current thinking on Dell is in Message 5794449 and some related posts. I think both Dell and CPQ are well poised to win in the current market, HP and IBM less so but still strong. Sun is in an increasingly weak position but may succeed if they can become undisputed king of the Unix Hill - but both HP and CPQ plan to take Unix share from Sun. In the near term I believe that CPQ is seriously undervalued and will rise dramatically at some point - when the market figures out what a strong hand they have. Dell will not run out of gas any time soon, but I would expect CPQ to outperform Dell by maybe 2:1 in share price growth over the next 18 months. I intend to hold both stocks, which together comprise nearly 80% of my portfolio.

To: Eddie Kim who wrote (33283)	9/23/1998 6:23:00 AM
From: Tumbleweed	Read Replies (1) \| Respond to of 97611

Undervalued stocks. At any given time, I would rather have an undervalued stock. Past performance does not mean future performance. Neither does the fact that a stock is 'undervalued' imply it won't become even more undervalued! I can't believe you are serious here. Would you rather that, by the end of today, all your stocks went down (so they were undervalued) or up (so they were overvalued)? At least you can sell an overvalued stock at a profit. Of course, we are discussing 'valued' as if it is some objective criteria, which it isn't. Many people on the Dell thread believe Dell is undervalued. You may disagree with that, but thats what makes a market, so saying that Dell is overvalued is a subjective opinion unless you specify by what criteria. , Fixing on just a few criteria for comparison between stocks is probably not meaningful. Many of the criteria are down to opinions on what will happen in the future, which is generally not fact. JoeC