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Technology Stocks : Compaq

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To: ed who wrote (10619)12/9/1997 6:07:00 PM
From: hpeace  Read Replies (1) of 97611
 
ed, plaease explain what would happen to revenue is the yen gets weaker..
When it is translated back to dollars then they could lose out.
unless the hedged the currecny....which I don't think they did if they said it was asia.
Plus, reschedules in asia of deployment could cause it..with respect to upgrading...
license renewal upgrades is the normal MIS delay when things are tight.
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