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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (86378)11/5/2000 7:10:00 PM
From: rudedog  Read Replies (1) of 97611
 
If DELL has good numbers - say they make their original revenue estimates and exceed earnings estimates - they could well run into the 40s by year end, and I think that has had something to do with the recent gains. On the other hand, if they show weak revenue and just make earnings, and especially if they blow a lot of smoke over the numbers as they did last quarter and crank in a bunch of investment gains, they could drop back into the 20s.

If that happens they will probably drag CPQ down in sympathy...
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