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

To: rupert1 who wrote (37132)	11/21/1998 1:30:00 PM
From: CGarcia	Respond to of 97611

OT*********Victor, if you have steel nerves you should buy some CMPL, the IPO was yesterday, and it's still in the $19 range...not bad for another internet stock...they sell computer related books online at www.computerliteracy.com...I see the stock hopping at least a good 25%-50% short term, but keep your eyes open, you know how it is with internet stocks...you blink and you miss a good 100% return :)

To: rupert1 who wrote (37132)	11/21/1998 11:51:00 PM
From: Pruguy	Read Replies (2) \| Respond to of 97611

Novl...reasons are solid earnings, nice sALES INCREASE, INCREASING CONFIDENCE IN THE STORY BY WALL STREET, AND FINALLY..an 18 month lead on windows 2000

To: rupert1 who wrote (37132)	11/22/1998 2:33:00 PM
From: Dale J.	Read Replies (2) \| Respond to of 97611

Weekend pastime anybody? How about posting your single best idea for 20% or more gain between now and 31st December, 1998. I would recommend shorting CPQ at 34, but since you guys probably don't want to do that then I would recommend going long WTSLA. I recommended it earlier Message 5605230, and I bought more a couple of weeks ago at 17 and 19, it is now 24/shr. I believe it is still undervalued, but it is volatile so if you invest as always be cautious. jajajajajajajajajajajajajajajaj! TheStreet.com mentioned it in an article this weekend. Richard Geist (11/17) Wet Seal (WTSLA:Nasdaq) is a chain of 414 clothing stores for young women in the U.S. and Puerto Rico. Small-cap advisor Richard Geist of Richard Geist's Strategic Investing newsletter notes that the stock appears undervalued based on its price-earnings ratio. At 24, it sells for under 15 times earnings, compared with a P/E of almost 25 for the retail industry. The company, which offers brand-name casual clothing in high-traffic malls and via catalog, has posted a five-year annual growth rate of 24% through January, and its earnings have grown an average of 39.5% during the same period, says Geist. Analysts foresee 22% annual growth in earnings over the next five years. "We think that Wet Seal is an undervalued situation which potentially can provide shareholders with significant growth in the next two years," Geist says. Dale

To: rupert1 who wrote (37132)	11/22/1998 3:10:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

OK, at the risk of being redundant, I would go for PSQL (in fact already did...) good, lightweight company carving hunks off of the lumbering SAP beast, while also stealing lunch from Oracle's apps business (easy since the Oracle team has their shoes on the wrong feet and their shoelaces tied together) and the market Baan created but couldn't supply. PSQL is small enough that they should continue to show good growth for a while just drafting the big boys - kind of like the early Dell strategy. Time will tell if they can become a big player. They took a big hit this summer for a variety of reasons and I see no reason why they shouldn't return to the low 20's pretty quickly (their mid-summer level)- they were at 10 last week, 12 now.