Compaq Message Board - Msg: 12753532

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Technology Stocks : Compaq

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To: csm who wrote (77373)	2/2/2000 10:57:00 AM
From: rudedog	Read Replies (1) of 97611

Stuart - Well, as a percentage of my portfolio, CPQ has actually reduced itself!!! As to earnings estimates, we have it both from the analyst conference and later Capellas comments that his "goal" for growth is 15% but he thinks 12% to 13% is more realistic, and also that his "comfort" with the $1.08 earnings estimate is based on 10% growth - so if he actually achieves 13% that would put CPQ at $1.40 or so for the year... I don't know what the prospects for sequential growth are, too early to tell... we'll know more when we see DELL's earnings later this month and also we don't know what impact the Windows 2000 launch will have.

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