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To: MONACO who wrote (152001)	1/25/2000 7:24:00 PM
From: TechMkt	Respond to of 176387

CNBC (Pat Bolland) reporting that CPQ is DOWN 1 1/4. Fez

To: MONACO who wrote (152001)	1/25/2000 8:16:00 PM
From: Sig	Respond to of 176387

Don't let Dog see this one biz.yahoo.com <<<'I think their time has come and gone,'' Kumar said, saying one of the only attractive things about Compaq is its relatively low stock price. ''It's a value play more than anything else.''>>> Re Niles: He was very close on beating the earnings est, which was accomplished by selling investments for a $50mm profit He also beat his own revenue estimate of $10 bil. Not hard to beat your own figures! I guess thats why his last rating on CPQ was a buy- because he estimated Rev of $10 bil versus last years rev of $10.9 bil. If you can figure why a decreased revenue estimate represented a "buy" I'd like to know. Sig

To: MONACO who wrote (152001)	1/25/2000 9:41:00 PM
From: rudedog	Respond to of 176387

M - Well I'm having a senior episode on that one but Patrick was kind enough to dig up the reference - Message 12676362 Niles was vague enough to be in the ball park - he said revenues would be over consensus and EPS "a few cents" over consensus (which was .15 or .16 depending on whether you like Zachs or First Call). So he was pretty close, closer than me anyway, I thought they would be right at revs and a penny over on EPS. More importantly their commercial PC group showed good sequential unit gains (15%) which leads me to believe that the commercial sector was OK for the quarter... we know already that GTW and IBM were low... Intel was at capacity... I'm starting to like Kelley's analysis a little better.