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Technology Stocks : Compaq
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To: rupert1 who wrote (56412)4/10/1999 1:06:00 AM
From: rudedog  Read Replies (1) of 97611
 
victor -
55% wrong in Q4 and it looks like 50% wrong in 1Q.

Well he's got the range bracketed anyway... maybe the next shot will lob in.

But point well taken on the analysis - Jim apparently got it exactly wrong. CPQ, instead of stuffing the channel and making numbers, stayed on the diet. I also wonder what happened to the tax credit - with $9.4B in revenue they should have had enough GPM to eat up some of that.

My hat's off to Kumar - the lone wolf brought down the prey.
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