Compaq Message Board - Msg: 15233751

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Technology Stocks : Compaq

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To: Night Writer who wrote (89117)	1/23/2001 8:23:39 PM
From: Elwood P. Dowd	Read Replies (3) of 97611

Capellas refuses to get into a PC war by: texas_red64 01/23/01 08:17 pm EST Msg: 213558 of 213562 - CPQ delivered pleasant news after the close today. - The world's largest PC maker reported earnings of 0.30 per share - the Street was expecting 0.28 in revised estimates. - This compared to the same time in '00 when earnings were just 0.19 per share. - CPQ did warn however that it faces tough market conditions in the first half of this year. - Art Russell,an analyst with Edward Jones states however that CPQ is well positioned in the marketplace. - Russell cites CPQ and its diversified products as a hedge against slumping PC sales. - Capellas is looking for PC growth in 2001 to be in the 3-5% range. - He expects substantial growth in other areas such as hand held. - Capellas states growth could be expected in the second half. - GTW and DELL are announcing they expect a brutal price war in the PC business this year - Capellas points to the fact CPQ is very strong in servers - 90% of revenues comes from this area. - Capellas refuses to get into a PC price war just to gain share. - Capellas offers that CPQ has seen its worst quarter ever and was still able to post a positive earnings report.

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