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Technology Stocks : Compaq
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To: jim kelley who wrote (40848)12/22/1998 8:15:00 PM
From: Jeng Chiu  Read Replies (1) of 97611
 
Jim, that is exactly my point. The consensus has been burned before and is twice as skeptical as they were last year. CPQ has obviously guided analysts through several meetings throughout the quarter on what their business prospects will be- CPQ is moving up IN SPITE of the dubious reputation it established last year as a channel stuffer.

As far as your contention about cost of sales- when making projections, there are so many assumptions that have to be made, any miscalculation could send projections out of whack. That is why you have such divergence in the "true" valuations of internet stocks. The more variables there are, the greater chance the final calculation will be incorrect.
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