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Technology Stocks : Compaq

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To: isdsms who wrote (55651)4/5/1999 4:47:00 PM
From: Captain Jack  Read Replies (1) of 97611
 
IRA-- IMO they will make the number,,, possibly slightly over .32. My concern is with rev,, there has been a ton of bad stuff happening to those that do not make rev... what bothers me most is if the drop in avg machine price as it takes 1/3 as many additional machines to EQUAL rev,,, now add the expected growth,,, rev means little if the margin is there ... if they do not make anything I'll give it a few days to cool and bail at a loss also,, no sense in waiting for someone to tell the top dogs what to say when things are bad,,, but someone needs to put a rag in EM's mouth...
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