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

To: rupert1 who wrote (76673)	1/26/2000 9:27:00 AM
From: Elwood P. Dowd	Respond to of 97611

Alert: Bear Stearns Cuts Compaq 2000 Eps View to $1.05 From $1.20 (NYSE:CPQ)

To: rupert1 who wrote (76673)	1/26/2000 9:29:00 AM
From: JDN	Read Replies (2) \| Respond to of 97611

Dear Victor: The 15% is a clumsy Capellas PR mistake. I happen to think you are correct, which is the only hope I have. Just also hope he learns he is in no position at this time to issue lowered guidance. I am not impressed by someone who wants to set the bar so low a snake could crawl over. jdn

To: rupert1 who wrote (76673)	1/26/2000 9:35:00 AM
From: MikeyT	Respond to of 97611

victor, Just got finished reading your WSJ post. Very well written article. One thing striked me. MC is striving to reduce expenses from I think from 16 to 11-13% while growing revenue. The 1,600 (4Q)+ 1,300 (1Q) headcount reductions will all add to the bottomline. 15% growth in earning plus another 7-10% in expense reductions = 22-25% growth in EPS. I like it. Mikey

To: rupert1 who wrote (76673)	1/26/2000 12:10:00 PM
From: Elwood P. Dowd	Respond to of 97611

>>>I am not a COMPAQ bull, but I wouldn't mind betting that the growth in revenue this coming year will be 22-25%.<<< You are long the stock, have historically been too high on your guesses for earnings and stock prices going forward and yet you claim that you are not a bull? most recently you said that CPQ would go to 36 this month and that CPQ would be 60 by this time next year. Does that make you a bear? Even your statement above in italics sounds paradoxical to me. You can't have it both ways. El