Compaq Message Board - Msg: 7585859

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Technology Stocks : Compaq

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To: Loki who wrote (46163)	1/31/1999 8:19:00 PM
From: Catcher	Read Replies (1) of 97611

per your request re dell runup...stock price reflects the following: computer sales up 40%...intc beat estimates, msft blew estimates away...both these are in over 90% of computers...both announced split. ibm beat estimates (though hardware sales were off) ibm announced split. lowly gateway beat estimates (they re-tooled to match dell distribution)...stock up 14 (or so) last week. cpq beat estimates (barely) but can't split only due to price...cpq also replicated dell distribution model. guess the market is saying if the above took place why shouldn't dell blow away expectations. they did $0.28 or $0.29 last quarter & consensus estimate is for $0.31 on 2-16 earnings release...whisper # i saw friday was $0.32. IF computer sales are up 40% AND intc /msft are in 90% computers AND dell competitors beat expectations THEN, shouldn't decent quarter be brewing for dell. consensus stock price estimate i pick up on several threads is $118 by 2-16 announcement. even at $100 history dictates a split---buy dell...hope this helps. incidentally i may rotate some $ back to cpq after dell split run-up...assuming that happens fwiw

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