Compaq Message Board - Msg: 13273446

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Technology Stocks : Compaq

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To: Captain Jack who wrote (79995)	3/24/2000 9:59:00 AM
From: rudedog	Read Replies (2) of 97611

Jack - re: show him how to gather info Give it a rest... even DELL, which has only a single distribution model and has all of the sales data on line, needs two weeks to tally up the data. CPQ has a very complex distribution model and different revenue recognition in many of its product lines. Large system orders or front loaded services contracts can swing EPS by several cents on a single deal. The quarter is not even over yet. Maybe you shoud start that technology company to gather info - sounds like you could shut down IDC and dataquest (who need about 3 weeks to roll up the numbers) and provide a big service to every other company in the industry - especially if you can predict the quarter numbers accurately a couple of weeks before the quarter actually ends...

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