Compaq Message Board - Msg: 13186177

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Captain Jack who wrote (79406)	3/12/2000 5:06:00 PM
From: Andreas	Read Replies (1) of 97611

DLJ's expectation of .12 is just that - their expectation. The consensus is still at .16 and has not dropped despite the lower expectation of dlj. Furthermore, I believe there is some confusion in terms of comparing apples to apples. As to the .16 consensus - is that strictly from operations or does it include some amount from investments (like last quarter) and if so, how much? Also, as to the dlj .12 - same questions - is the .12 all from operations or does it include some investment income? and if so - how much? It is my reading that the .16 consensus includes a certain amount from investments (.02 to .03) while the dlj amount is strictly from operations and does not factor in any investment income. If so, then dlj may be only one cent under consensus. Any thoughts??

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next