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

To: Kenya AA who wrote (41412)	12/28/1998 9:08:00 AM
From: Kenya AA	Respond to of 97611

Well, Kernan DIDN'T buy a DELL!! K

To: Kenya AA who wrote (41412)	12/28/1998 10:06:00 AM
From: Pruguy	Read Replies (1) \| Respond to of 97611

kenya, I enjoy your posts and those of the thread. Generally there is informative discussion regarding cpq and the industry, not a lot of cheerleading like on the other threads. having said that, if those that look at fundamentals on this company no longer think valuations on earnings are relevant, that is cause for concern.....there is a reasonable argument that some companies should, and certainly do, retain a premium to the market due to growth rate, quality, etc. but the day that a 30bb company growing at approx. 20% is owned on the argument earnings ratios don't matter is the day we have irrational exuberance