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Technology Stocks : Compaq
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To: Hightechhooper who wrote (34325)10/8/1998 6:04:00 PM
From: rudedog  Read Replies (2) of 97611
 
K -
cpq should have earnings in the 35-40 cent range which would make it vastly undervalued versus its peers
Roger that transmission, Houston. All the more reason to get yours while it's on the griddle.

Your post makes the assumption that investors and analysts know what's going on, a mistaken view IMO. One only has to look at the nonsense about market share in 2Q put out by analysts and trade press alike. CPQ went from 12 weeks in the channel to 4 weeks in 1 quarter. What does that mean? It means that for 8 of the 12 weeks in the quarter, the channel could have shipped to customers without buying a single box from CPQ. But despite that, CPQ still managed a respectible run rate, still ahead of the pack. That means customers were buying at a high if not blowout rate. What will the numbers look like in 3Q (when the inventory problem is gone)?

I am feeling more and more like CPQ will be the blowout play in 99.
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