SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BILL CHOW who wrote (44813)1/24/1999 2:12:00 AM
From: jim kelley  Read Replies (2) of 97611
 
Bill

This is the kind of response that is useful. My review of the cost structure leads me to the probable conclusion that CPQ can not reduce its costs sufficiently in Q4,to meet its EPS number. However, if their revenues hold up in the different product segments then that would be a good sign for subsequent quarters provided there has been no channel stuffing or borrowed revenues or other ledgerdemain.

We will know soon.....

Thanks for thinking....it gets lonely out here.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext