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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (50616)3/1/1999 12:51:00 PM
From: rudedog  Read Replies (2) of 97611
 
OK - whoever is keeping track, I will go in for .37

Why? SMB is a very small part of CPQ's business. The whole prosignia launch was designed to target that market, but it was not expected to be a big part of revenue in 1Q so a shortfall there will probably not hurt the numbers much.

The previous estimate was .35 and I'm sure CPQ planned on beating that number by a bunch.

So .37 looks conservative to me. BWDIK??
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