Hello NR,
You are correct that there are very little expectations
from CPQ as demonstrated in this audio. In fact, in this interview the possibility of a shortage was mentioned with the analyst predicting no shortfall but anything could happen. There is also a possibility of an upside surprise
(nothing like hedging a bet). As Victor, El, and others mentioned and as management has demonstrated, non-core assets could be factored to meet/exceed the estimates but
probably won't garner much W.S. support.
So it looks like CPQ can pretty much complete the writedowns
without retribution PROVIDING they supply guidance
and a really silver tongued devil for analysts.
hio
March 28, 2000 07:30
D.A. Davidson & Co. Analyst to Interview On RadioWallStreet.com
PHILADELPHIA--(BUSINESS WIRE)--March 28, 2000--Today, on RadioWallStreet.com, D.A. Davidson &
Co. Analyst, Mark Corcoran, will discuss Compaq Computer Corporation (NYSE: CPQ), Dell Computer
Corporation (NASDAQ: DELL) and Gateway, Inc. (NYSE: GTW). This event will be broadcast Tuesday,
March 28, 2000 at 4:30 PM EST.
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