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Politics : Ask Michael Burke

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To: PaperChase who wrote (64532)7/14/1999 10:26:00 AM
From: Les H  Read Replies (1) of 132070
 
stockmaster.com

That year over year growth is due to the trough last summer when the PC industry had an "inventory correction", i.e., Compaq's prior stumble. Otherwise, the eps growth is 11 percent in two years for the same quarter. The recovery will slow by next year to 16 percent growth in annual eps according to First Call. There may be more long trades in the stock by year end, but the stock will be looking forward by year end to a seasonal slowdown and normalization of growth to historical trend of 15-18 percent.
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