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Technology Stocks : Compaq
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To: Aitch who wrote (54940)3/27/1999 9:41:00 AM
From: rupert1  Read Replies (1) of 97611
 
Aitch: Thanks for that report. PW is listed as having an analyst meeting with COMPAQ next Tuesday. I find this very odd because they published their new estimates of 34 cents 1Q only last Wednesday and because Tuesday is too far into the quiet period for an analyst meeting.

Their impressive sounding warning on PC sales rest on the following:

From March 16 through March 19, 1999, we conducted a proprietary survey on PC demand within the SMB marketing.."

I'm sorry, but until I know (a) who, exactly, did the survey within PW or within the professional survey community (b) how representative was the sample (c) what questions were asked - I cannot take it too seriously. Some obvious questioned are (a) was it restricted to the US or part of the US (b) were questioned asked of representatives of the 50% of small business which the Federal Government Task Force has said have done nothing about YK2 compliance (c) were the main respondents the re-sellers who have an axe to grind on this whole question (d) did they check their "findings" with IDC or even with COMPAQ?

I saw one of PW senior equity strategists on the box yesterday talking about the economy and the market - before I knew who it was my b/s sniffer had already started to boil over.
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