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

To: The Duke of URL© who wrote (76620)	1/25/2000 9:07:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Duke: EP was always careful to say $50 billion "in 2000" so that could have meant 31/12/2000. Theoretically, I suppose it is still possible with about 35% growth in 2000. The common complaint was that he was fixated on revenue growth without a corresponding concern for profits. Revenues in $Q 1998 (which is part of the 1998 figure you quoted) were bloated by counting as sales about 8 weeks supply of inventory to resellers. In fact a lot of that inventory was actually sold in 1Q 1999, at a big discount to the booked value. From 1Q on year on year comparison will be a lot easier. Today's figures were comparing with the highest revenues COMPAQ has ever recorded in 4Q 1998. COMPAQ remains a good trading stock and with the possibility of 65% crashes removed, it is a safer trading stock, as of tonight.