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

To: rudedog who wrote (76565)	1/25/2000 5:43:00 PM
From: Andreas	Respond to of 97611

CNBC raining on our parade. Stock down to 31 1/2 on comments that revenue growth will be only 15% in 2000. It's never good enough is it?

To: rudedog who wrote (76565)	1/25/2000 5:57:00 PM
From: rupert1	Respond to of 97611

rudedog: The sharp drop in revenues from commercial PC's was a blessing in disguise. That depleted overall revenues but since they were selling at a loss, anyway, it improved net earnings. And they can argue that from 1Q iPaq will improve both revenues and earnings. I am trying to find out what happened to cost-cutting. CNBC said after-hours price dropped on CEO caution about 1Q.

To: rudedog who wrote (76565)	1/25/2000 6:49:00 PM
From: Ted Foster	Read Replies (1) \| Respond to of 97611

>the YOY numbers are against the quarter where CPQ "Stuffed the channel" < Rude, I think the channel stuffing occurred in Q4 of 1997. At any rate, thanks to Duke, I printed out the whole CPQ report. "Compaq's Consumer Group posted record revenue of $2 billion, up 24 percent from fourth quarter 1998 and 34% sequentially." I my opinion CPQ should be more aggressive vis-a-vis HWP, but to the extent there are problems, we should look elsewhere. I totally agree, that on a turnaround, sequential rather than YOY are what is significant.