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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (89027)1/23/2001 10:20:33 AM
From: PCSS  Read Replies (4) of 97611
 
I'm expecting CPQ to post quarterly earnings 'near' current guidance (.29-.31) but

the KEY will be the cc and forward looking statements/guidance .... in this vain

IMHO, the past week's ++ announcements (DOE/Sandia/Celera supercomputer, YHOO deal, 3 Exchanges choosing CPQ for infrastucture, US Army 80k laptop deal, Euro improvement, the high probability of 2nd half IT increases in spending and the impending the FOMC's lowering interest rates)

ARE ALL VERY POSITIVE and will/should move CPQ to 25+ within the next few weeks

Michael
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