Compaq Message Board - Msg: 12714647

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Technology Stocks : Compaq

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To: rupert1 who wrote (77035)	1/28/2000 3:56:00 PM
From: Salah Mohamed	Read Replies (1) of 97611

Victor ... About Growth Rates >>>It's just a thought, but the difference between Capellas Mark I (15-17%) and Capellas Mark II (12%) gives a clue as to what percentage will be manipulated from the investment holdings to make up the original 15%.<<< Before you start making some wild statements, why do you do some dd?. Like, read MC presentation to the analysts. Reuter's report is inaccurate. In the CC, MC talked about 15% revenue growth and 11% to 13% target for Operating Margin. In the presentation, the only change I see is the operating margin target slightly changed to 10% to 12%. Here is the link to these numbers: compaq.com Personally, I'm very pleased with 15% revenue growth and 10% to 12% operating margins. These margins are consistent with the rest of the industry (HWP, IBM, DELL, and SUNW). It seems that ML thinks these numbers are very optimistic and they can not achievable.

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