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Technology Stocks : Compaq

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To: MikeyT who wrote (77009)1/28/2000 12:52:00 PM
From: rudedog   of 97611
 
Mikey - with a few rare exceptions, I think CPQ only books revenue when they ship, so I doubt if "orders in hand" would translate to revenue.

The delay in shipping of Wildfire, whatever the cause, means that some customers who just have to expand will go elsewhere. But given all that's going on (shut down MFG and move production across the country, reorg the product teams, etc.) the fact that CPQ can bring a product of this class to market is impressive, even if it is a little late.
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