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

To: rupert1 who wrote (76418)	1/24/2000 6:10:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

victor, My heart agrees with your earnings projections. However, my mind is trying to be conservative and give me some wiggle room. If Wildfire generates big sales, the $2.00 could be conservative. Niles is working off public IDC information. That revealed PC unit sales by company. NW Compaq retained its long-standing position in Q4 as the number-one vendor worldwide and continues to be in a horse race for the number-one spot in the United States. Despite a number of disruptions related to management and strategic issues throughout 1999, Compaq also held the top spot for the year with 14% market share on growth of 19% over 1998.

To: rupert1 who wrote (76418)	1/24/2000 6:13:00 PM
From: rudedog	Respond to of 97611

Victor - The benign view is that he took his unit sales from IDC and Dataquest, and applied whatever his bogey for ASP was... If it turns out that he is "unnaturally accurate" then perhaps the mole was in hiding rather than banished.

To: rupert1 who wrote (76418)	1/24/2000 6:23:00 PM
From: MeDroogies	Read Replies (2) \| Respond to of 97611

There's a fellow on the misc.invest.stocks newsgroup who isn't fond of CPQ and claims to have been "in" with the core group. He thought they were all duds (and can't stand Capellas). He still claims CPQ is a dud and that they aren't doing anything right (though the recent information seems to make me think otherwise). It is possible that, if he is what he says he is, that he could've been a mole. He seems to be vindictive and angry enough. Anyway, he was let go, and is pissed that the stock price collapsed and sold all his shares. He kept his options, though....interesting guy to read, seems to know a bit.