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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (81598)4/25/2000 6:18:00 PM
From: Night Writer  Read Replies (2) of 97611
 
El,
IMHO it was a good solid conference call. "We are going to put the petal to the metal."

2500 Wildfire units this year = $1 billion
50% growth in Consumer PC
Commercial PC profitable in 3Q
A return to grabbing market share when they can make a profit in the process.
iPaq has a good margin on it. It is not a loss leader for high end products.
Lots of good stuff.

Enjoy the moment.
NW
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