Compaq Message Board - Msg: 12677708

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Technology Stocks : Compaq

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To: rudedog who wrote (76565)	1/25/2000 6:49:00 PM
From: Ted Foster	Read Replies (1) of 97611

>the YOY numbers are against the quarter where CPQ "Stuffed the channel" < Rude, I think the channel stuffing occurred in Q4 of 1997. At any rate, thanks to Duke, I printed out the whole CPQ report. "Compaq's Consumer Group posted record revenue of $2 billion, up 24 percent from fourth quarter 1998 and 34% sequentially." I my opinion CPQ should be more aggressive vis-a-vis HWP, but to the extent there are problems, we should look elsewhere. I totally agree, that on a turnaround, sequential rather than YOY are what is significant.

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