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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (78932)3/1/2000 3:55:00 PM
From: Nilesh Parikh   of 97611
 
What are CPQ's key accomplishments, expectations for this quarter? Compared that w/ historical performance. This will help all of us better guide, how CPQ will do end of Q1.

CF0 position: Good decision made.
Restructuring: No guidance from CPQ yet.
iPAQ: Good reviews.
WIN2000: ??
ESSG business: Storage business good. New Telcos-LOB unit
Y2K impact:

Consumer business:
PC Business:
Key wins:
Key announcements:

etc..

I hope this will allow everyone to get a consistent view of what CPQ is doing this quarter against the expectations. At the end, we hope to confirm our views when CPQ announces the earnings at the end of April (about 5-6 weeks from now).

-Nilesh.
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