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Technology Stocks : Compaq

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To: rudedog who wrote (52902)3/11/1999 7:47:00 PM
From: rupert1  Read Replies (3) of 97611
 
rudedog:

At what point in March would CPQ have a firm grasp of revenues?

I am assuming that for PC's the turnaround time from order to delivery is 8 days, so that CPQ should know the numbers that will ship no later than 23rd March. I would also think that they would have a good idea a week before that date from orders in the pipeline.

What will be the date for the other major groups of products?

I would have thought consulting services would be easier to predict because there is a finite number of them billable and presumably they will be already scheduled.
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