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

To: Dr. David Gleitman who wrote (41526)	12/29/1998 6:10:00 AM
From: Aitch	Respond to of 97611

Not today, sorry... H

To: Dr. David Gleitman who wrote (41526)	12/29/1998 7:22:00 AM
From: Kenya AA	Read Replies (3) \| Respond to of 97611

Dr. G: What criteria do you use to determine "valuation?" K

To: Dr. David Gleitman who wrote (41526)	12/29/1998 10:32:00 AM
From: csm	Respond to of 97611

Dr. Dave CPQ looks like it may earn somewhere approaching $2/share in 99. Using forward PEs it is normal for CPQ to trade up to PEs of 25 and as high as 28-30x forward 12 month estimates. This would put CPQ's potential price somewhere between $50-60 at any time now when everything comes together. Personally, I am planning to lighten up on my holding when earnings are announced. We are all expecting some very positive announcement in January, and I'm guessing that that announcement and an earnings surprise for Q4 will put us in the range mentioned above. FWIW. Stuart.