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.

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

To: Kenya AA who wrote (47192)	2/6/1999 5:55:00 PM
From: Pruguy	Read Replies (1) \| Respond to of 97611

you forgot to mention internets...keepers on the high quality FWIW, Prudential made a major call friday suggesting that commentary on the fourth quarter is giving substantial evidence that asia not only has bottomed, but is starting to show signs of life...this, I believe, is why the multinationals that are very depressed are recieving some of the rotating money....not that the compaqs of the world won't benefit from the better asian conditions, but the cyclicals are cheaper and can move better when conditions are improving.........basically it is an indication that we MAY be seeing a bias towards outperformance from the value investment approach as opposed to the growth approach....it has been 4 years since value beat growth and it may be their day soon.........personally I would suspect you will find cpq in many value managers buy list and not one share of dell on those lists....dell may have seen their best days for awhile

To: Kenya AA who wrote (47192)	2/6/1999 8:16:00 PM
From: barber	Read Replies (3) \| Respond to of 97611

Kenya AA I agree with you that rotation out of techs will be short lived, but disagree on Csco.They have an outstanding CEO that knows how to run a company. The people I am talking to think Cpq waited to long to spin off Alta Vista and hurt potential value.With Dis and Yhoo possibly in some form of talks and Ge and Lycos talking,could take steam out of Alta Vista. Flying back from Texas this week had a interesting discussion about oil stocks with a oil well driller,said keep your eye on SFY,HEC,COHO and OIL,for what it is worth. Good Luck barber