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Technology Stocks : Compaq
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To: Night Writer who wrote (93889)11/29/2001 3:40:02 PM
From: Elwood P. Dowd  Read Replies (2) of 97611
 
NW:

Looks like Capellas is throwing everything, that's good that is, he can into Q4 to make it look as though CPQ is worthy of acquisition.
I wouldn't be surprised to know that he stole some of Q3 '01 and Q1 '02 business for Q4 to throw in there, as well.
I also wouldn't be surprised to see CPQ turn in a break even report for Q4 or maybe even be in the green by a penny.
Unfortunately this may make for a slim Q1.
Can you say "CPQ stuffed the channel in Q4?"

El
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