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

To: rudedog who wrote (76635)	1/25/2000 11:45:00 PM
From: Ted Foster	Read Replies (1) \| Respond to of 97611

A close look at todays results certainly confirms a positive trend, so much so that I wonder if we dare to look at where CPQ needs to improve. 1: need continued progress in corporate PC arena, how much can IPAQ help there? 2: 5% sequentially in Business Critical Servers Division seem weak, but at least positive considering Y2K concerns. 3: 6% sequentially in storage seems slow. Y/Y not given. The 9% sequential growth in services, vs. 3% year to year is heartening, but without Q4, services would have lagged in 1999. It is pretty obvious that CPQ has had some problems and it wasn't all channel stuffing. The problem appears to have been in the upper end of the enterprise business masked by the success of INTC based servers.