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

To: rudedog who wrote (77370)	2/2/2000 10:45:00 AM
From: csm	Read Replies (2) \| Respond to of 97611

Estimates. Rude, you may have missed it with all the crap on this thread but someone posted yesterday that someone had reduced earnings estimates for CPQ for 00 and 01. I'm not going to go looking for it. I know we just luuuuuuuuuuuv this company but I'm having trouble justifying a price higher than $28-30 and don't want to be blind to another drop. I could certainly be wrong but it seemed to me that Capellas inferred sequential revenue and earnings growth from here. Wouldn't that be a stretch for Q1? If he doesn't deliver, doesn't that open us up for another whack? Anyway, I don't want to sound like Jimbo but everything else I hold is doing extremely well. I've dropped CPQ from my #1 to #5 holding and don't regret it at all. I figure there will be life after CPQ. For me it's a stock, not a way of life. There. I feel better now <G>. Stuart.