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Technology Stocks : Compaq
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To: PCSS who wrote (97240)4/19/2002 6:32:02 AM
From: PCSS   of 97611
 
snippet from G-S's research on MSFT earnings this morning - interesting part for CPQers is BOLDED:

March Q3 rev of $7.25 bil was above our $7.1 bil est and operating EPS of $0.48 was above our $0.41 est. Investors were initially confused by the non-operating items, but when sorting it out we were pleased with the quarter results. Mgt talked down Street estimates, but for the most part this was directionally consistent with our earlier reductions. The Xbox price cuts and resulting price protection allowances are likely the largest reason for a reduction in June estimates. New FS 2003 estimate of $1.92 is close to our earlier $1.95 est.

This is the first quarter in a year that PC demand has been a bit better than expected and seems to be picking up, a likely benefit for the stock, which is rated RL.
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