
act is a game-changing acquisition of EDS EDS, which is not unlike the size and scope of the company's acquisition of Compaq Computer in 2002. While we expect most businesses to continue their recent run of strong performance in the quarter, the biggest
growth tech stocks--a move that has dragged on returns, as investors fled the energy sector and companies such as Compaq CPQ have continued to struggle. Meanwhile, fixed-income manager Mark Freeman continues to run a conservative portfolio, tilting
build the fund's stake in a few tech firms that she feels are cheap in light of their longer-term prospects, such as Compaq CPQ . History indicates that consistency is probably a good thing here, as Byrne's decisions have paid off before. In fact
the third quarter, cash on hand totaled $3.2 billion and debt was very manageable." Negative Stock Analyst Reports Compaq CPQ , by Joseph Beaulieu "We didn't like Compaq shares before the company's October 1 earnings warning, and we still don
the first half of the year. And other than a couple of major announcements--such as Hewlett-Packard HWP acquiring Compaq CPQ --the trend seems to be continuing. In some sectors, overcapacity and a spate of mergers that have yet to be digested have
stake by selling or trimming issues that have done relatively well, such as Dell DELL, and adding to others, such as Compaq CPQ , that have struggled. But they haven't made too many other moves, and the overall portfolio continues to be pretty diversifed
week Morningstar.com has published quite a bit of material on the blockbuster combination of Hewlett-Packard HWP and Compaq CPQ . Here s your guide to the proposed merger. Use Morningstar s Compare Tool to Size Up the Combined Company The Acquisition of
managers did some selective buying in the tech sector earlier this summer. They purchased Lexmark International LXK and Compaq CPQ , for example, because they thought they were attractively priced and have good fundamentals. Thus, while the typical foreign
in the company's prospects, Level 3 stock trades significantly below our estimate of its intrinsic value." Compaq Computer CPQ , by Joseph Beaulieu "We believe Compaq shares are worth around $15." American Express AXP, by Craig Woker
impressive long-term record, and comanagers Bob Torray and Doug Eby think they've identified just such an opportunity in Compaq CPQ . They're attracted to the computer giant's strong balance sheet and breadth of products, as well as its depressed stock