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Technology Stocks : Compaq
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To: rudedog who wrote (70409)10/27/1999 8:46:00 PM
From: rupert1  Read Replies (1) of 97611
 
rudedog: Thanks - I did not hear/read the CC.

Kumar focuses especially on the drop in revenues in COMPAQ's commercial PC segment ("they have lost traction etc"). If your analysis is correct, he has missed the point. In the first place, he has failed to recognise the impact of changes in accounting for inventory. In the second place, he should be measuring future profits not revenues, in that segment. In the third place, that segment should not be used as a stand-alone criteria of COMPAQ's health nor should it be given the weighting that Kumar gives it. That segment is an adjunct of the drive to sell integrated systems and services which have higher margins than that segment has.

As I said yesterday, my first concern was about the relative lacklustre performance of Services segment, as a whole. And for some time we have been hearing that COMPAQ may not be up to snuff in this segment.
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