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Technology Stocks : Compaq

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To: rudedog who wrote (50759)3/1/1999 2:30:00 PM
From: rupert1  Read Replies (2) of 97611
 
rudedog: If you're over-exerted today already, don't bother answering this. It's about the "2" or "few" days December sales pushed into January.

Before I saw your post, I was wondering whether those sales would have been included in CPQ's comments to analysts/investors on Thursday.

It might be that they were saying that actual shippings in the first six weeks were below CPQ's targets to the extent of 1 cent for the quarter. They may not have included in that computation the value of the carried-over December sales in that comment, so those December sales may be added on.

Of course, including the 2 cents loss from Brazil currency devaluation, most analysts, media and some of the public appear to have interpeted the comment to mean that CPQ will be 3-5 cents shy of the Street consensus expectation for the quarter, which is another concept altogether.
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