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Technology Stocks : Compaq
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To: Night Writer who wrote (77040)1/28/2000 5:17:00 PM
From: Elwood P. Dowd  Read Replies (2) of 97611
 
Just got off the phone with I.R. and asked for the rev growth question to be explained. The guy said that in today's meeting Capellas was questioned by analysts on 15% rev growth with analyst(s) saying 12% was more likely. Capellas said 15% is what we are shooting for and that's what we think we can get. Analyst(s) said that we think that is too high. Capellas replied by saying, well, that's what we believe we can get, but put 12% in your model if that's what you want to do. El
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