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Technology Stocks : Compaq

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To: rupert1 who wrote (60076)4/29/1999 1:51:00 PM
From: Loki  Read Replies (2) of 97611
 
victor....I've been so busy...I haven't
had time to be on the net....

You are like Hercules who is now holding the thread...
Has Atlas (Elwood) given you this weight, to carry?

Your name reference brings to mind a missed opportunity
by Mr. Mason.....he could have changed his name from
"Earl"...to..."URL"...thus he could have been
internet savvy URL Mason.....

Compare Q1 98 to Q1 99....(remember Q1 98 was bad)
Revenues and SGA between the two quarters, respective.

The % increase in SGA far surpasses % revenue...between Q's.

Compare % SGA to revenues. Q1 99 over 15%...CPQ historical 12%.

CPQ failed to guide analysts high expectations down.

If we apply 12% SGA to 9.4 bil revs we are left with about
$.16 extra per share....

Loki
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