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 (71837)	11/14/1999 12:25:00 PM
From: trouthead	Respond to of 97611

Anyone else going to comdex? I'll be there on friday. jb

To: rudedog who wrote (71837)	11/14/1999 11:57:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

rudedog: In #71872, I have posted a column by Seymour who believes that the iPaq will cut one year off the normal life-span of a commercial desktop: this is the other half of the ambiguity I asked you about earlier. Assuming this is true, I can see that this might boost iPaq sales in 1Q, from orders taken in 4Q, thereby offsetting the normally slow-starting, back-ended loaded 1Q (remember 1Q 1999!) It should also allow the company to give earlier guidance on 1Q. If the removal of YK2 barriers also encourage 1Q sales - it could be a very good 1Q. But all the costs of launching iPAQ and the manufacturing costs of early 1Q iPaq sales will fall in the 4Q with no offsetting income.