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

To: rupert1 who wrote (59841)4/25/1999 8:51:00 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 97611
 
victor:
I recently invested in CPQ at about $24/share. This is the type of a situation I look for - I can acquire what is still a market leader with strong finances (A+ per Value Line), which has historically "come back from the ashes". And we are hardly talking about a "coming back from the ashes" situation here - this is a huge company with a significant presence in a growing industry which is still making money.
Once they gave Dell up for dead, as well, as you mentioned...



To: rupert1 who wrote (59841)4/25/1999 9:58:00 AM
From: Key West  Read Replies (1) | Respond to of 97611
 
<<Why do you assume that inventory overhang in the PC division explains low profitability across all divisions? You assume it because you are fixated on it - you are fixated on it, because you are captured by the DELL model. >>

The market's "fixation" on the Dell model is what helped Dell's stock price grow more than 16,000% in the last 5 years.

You are in serious, wealth damaging denial, Victor

Gene


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