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

To: rupert1 who wrote (60215)	5/2/1999 8:53:00 PM
From: Alfredo Nova	Respond to of 97611

Victor, great post. I have only recently been reading ML research. I have opened an account in January and bought some BEL, both on Grubman's report for Salomon and on ML analyst Reingold, who seems pretty good. A ML broker in Rome, whom I met in March when I went home, was very complimentary of Milunovich. So I started paying attention to what he says. Still, despite his negative opinion, I started buying CPQ after the last debacle. I owned it before and did well (sold a bit too soon). I agree completely with your perspective. In general, these analysts are overrated, as some of their bullish forecast. However, they move the markets, we don't. So I try to read usually ML, First Boston, Salomon and DLJ before buying a stock. But mostly rely on my analysis of the numbers. I agree with you completely about the value of the postings on SI. I feel very lucky to be a member of this site and always learn quite a bit. However, CPQ goes for slightly more than p/s of 1. It seems cheap to me, but IBM was maybe just as cheap 2-3 yrs ago. I am confident that they will find an outstanding CEO, and I would not trash Pfeiffer, I think he has been great overall. Will have to see how the DEC merger pans out. Maybe it does not look as beautiful as MCI-Worldcom. I am confident Compaq will do well: you don't get to almost 40 billions in sales without a winning corporate culture. regards, Alfredo