Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (69698)	10/23/1999 2:05:00 PM
From: Elwood P. Dowd	Respond to of 97611

rude... thanks for that summary. El

To: rudedog who wrote (69698)	10/23/1999 2:17:00 PM
From: rupert1	Respond to of 97611

rudedog: Thanks for the summary. The IBM effect will have alerted MC as to the sensitivity of any references to YK2 and to slowdowns in the 4th quarter. You can bet that all the analysts will be unto it. Of course, he must tell the truth. I would also think that he will be conservative about future earnings estimates. Lets hope he is cautious without being spooky!

To: rudedog who wrote (69698)	10/23/1999 2:19:00 PM
From: hlpinout	Respond to of 97611

Rudedog, Yes, after beating up IBM it appeared he grouped CPQ with most of the pc makers (minus GTW). He could have indicated the results may even surprise the analysts as he did with IBM. Even if CPQ hits the estimate, in many eyes it will still be disastrous (and I agree but hoping for better). He could have stuck his neck out there and expounded and the comment was strong enough that he should have but he quickly went on to HWP. His statements were so brief on CPQ that vcall's own search didn't have it come up. hio

To: rudedog who wrote (69698)	10/23/1999 8:12:00 PM
From: The Duke of URL©	Read Replies (1) \| Respond to of 97611

Rudedog: I'm back. Sorry for the delay. Traded the links for the lincs, if you catch my drift. Couple of interesting things about Danny Boy: 1- He had no specific numbers for CPQ which may mean he has no inside information on CPQ unlike Dell and IBM. 2- He made the statement that CpQ is the same company as IBM because of the mainframe business the acquired from DEC. I don't think this is true, perhaps you could comment. 3- He said GTW could or will "go to 80" its about 64 as of Friday up from 49 or so a month ago. 4- Remember that GTW started financing PC about a year ago. Does Bank of Boston participate in the financing of those receivables? Robbie Stevens is a subsidiary of Bank of Boston. 5- It is also to be noted that although Danny Boy is right on the money to the penny!!! for earnings he "predicts" he is not the sharpest pencil in the cup when it comes to business analysis. The last time he did this he screamed Sell, sell, sell his exact words for intel and the stock went way up and is still 20 higher. What are your comments?? TIA Duke

To: rudedog who wrote (69698)	10/23/1999 8:40:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 97611

Hi Rudedog: If indeed IBM's Y2K problems rollover into some of the other "enterprise service" sectors, what impact might this have on CPQ? I doubt that there would be any significant slow down in CPQ's storage division. Perhaps their service arm might see some push backs for intallations of new Alpha machines and maybe some high end servers (that tie into IBM mainframes). IMO, all this is minor compared to the downsizing and cost cutting CPQ is currently implementing. CPQ's gains this quarter will be in cost reductions, not reduced sales due to IBM's Y2K problems. The impact to CPQ IMO will be in the next two quarters as "enterprise revenue" growth may be slower than expected due to potential delays in orders due to IBM Y2K mainframe order push outs. However, I believe we already discounted this "potential" growth in enterprise revenues and CPQ's next two quarter gains are easly obtained from cost reductions alone and department consolidations. In fact, this may be an opportunity for CPQ. Once they finish their restructuring and assign new enterprise "sales" staff to key accounts, they can push new server products next quarter just when their fortune 500 customers will be ready to place new orders (ie after Y2K). CPQ will have a small window of opportunity here to focus their service/sales force to lockin some very profitable orders with long term service agreements. In fact Q2 next year may show some stellar results. What's your take? EKS