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

To: JRI who wrote (54998)	3/28/1999 4:09:00 PM
From: Racso	Read Replies (2) \| Respond to of 97611

John, the intention of my posting was strictly to put Abbey Cohen's comment and recommendation on DELL (which she justifies based on market multiples) in perspective vis-a-vis CPQ. I didn't intend to dismiss other variables such as earnings growth and ROI. However, since you mention earnings growth let's make the same comparison based on IBES mean estimates for DELL and CPQ: DELL: 32.4% (c73.8 for 1/00yr, c97.7 for 1/01 yr) CPQ : 29.3% ($1.745 for 12/99 yr, $2.257 for 12/00 yr) These numbers prove even more my point: CPQ offers compelling value compared to DELL since future earnings growth is not that different.