Compaq Message Board - Msg: 466967

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Technology Stocks : Compaq

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To: Leo Francis who wrote (733)	11/20/1996 10:41:00 AM
From: Thomas Dremel	of 97611

Leo... thanks for your information on CPQ. It's nice to see a fellow long term investor reap the rewards. Comments from CEO Pfeiffer at CPQ indicated that he expects the company to have annual revenues of $40 billion beofre the end of the century. Since that is only 4 years away and CPQ will probably have 96 revenues of appx 20 billion - that's a doubling or about a 20% clip in expected sales growth. Pfeiffer also anticipated 20% growth in 1997 . He said sales in the current 4th qtr were showing a seasonal uptick, with an especially strong side from the consumers (that get's rid of the weak consumer demand argument). Michael Windler form COMDEX also anticipated a strong 1st half of 1997 and see a strong business upgrade cycle going on (Windows NT/Pent Pro). The stock is now at 82+, so I expect it won't be long that Steve will be buying his puts around 88-90. Isn't that right Steve?

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