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Technology Stocks : Compaq
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To: rudedog who wrote (77852)2/10/2000 5:55:00 AM
From: rupert1  Read Replies (4) of 97611
 
rudedog: It seems that even I am fallible! I always post from memory and sometimes I get mixed up.

My main point remains, however. Given that Capellas has said that 1Q will be sequentially lower than 4Q has he given himself licence to proceed without a warning? 1Q is typically back-end loaded. Last year they knew it was bad all the way through but hoped the last two weeks would save their skin. It didn't. Meanwhile, because the quarter coincided with one of the windows in which insiders could sell their shares, many did. The bombshell was not dropped on shareholders until April.

It seems three factors could mess things up this 1Q. 1. Difficulties in reducing overhanging inventory if buyers prefer to wait iPaq; the ability to ramp iPaq shipments up to achieve profitable levels in 1Q. 2. The effects of Windows 2000 on orders and shipment. 3. Any continuing YK2 delays in high end servers until after the leap-year test.
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