Compaq Message Board - Msg: 8458769

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Technology Stocks : Compaq

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To: gc who wrote (54428)	3/22/1999 5:43:00 PM
From: Jeng Chiu	Read Replies (1) of 97611

The reason CPQ won't warn is simple: They think the street is stupid and made the assumption that if they make the earnings estimates with their "reserves", they will have done their job. Unfortunately, the street and everyone else is one step ahead of them and won't concentrate on their earnings. Whether it's .30 or .35 or .38, they won't care. What they'll focus on is the revenue from operations and gross margins. It's almost comical that everyone in the world will be ready to pounce on the revenue shortfall while CPQ management will try (unsuccessfully) to focus on the earnings and "longer term outlook". As a shareholder, I can't understand why Management does not understand how to maximize shareholder value. This of course is no surprise given their failure to adapt in this competitive environment (if they can ever execute their game plan, we wouldnt even be discussing this!). This company is amazingly backward thinking and always one step behind the competition. They are the tyrannsauras rex while Dell is the cockroach. CPQ needs to find a quick roach motel, and fast.

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