Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Salah Mohamed who wrote (77887)	2/10/2000 2:19:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Salah... I must admit that I haven't listened to the presentation but I did listen to the cc and there was, as I recall, no mention of 10-12%, only 15%. He was perceived as caving by not sticking to his guns on Friday. If he wanted them to model 10/12, then he shoulda said so when he was questioned during the cc. I also spoke to I.R. and the what I was told, in so many words, was that Capellas said 15% at the analysts meeting and when the ML analyst said that he thought that 15% was too high and suggested 10/12, Capellas said, go ahead and use 10-12% in your model if you want to. I view his conduct as capitulation and/or weakness and certainly ambiguous and confusing. I think that many on WS would agree with me. The stock action certainly does. El

To: Salah Mohamed who wrote (77887)	2/10/2000 3:32:00 PM
From: Senator949	Read Replies (1) \| Respond to of 97611

He simply told the analysts he wants them to model 10% - 12% revenue growth, but his target is 15% And you can bet your bottom dollar that if 15% is the target then that's what all bonus and profit sharing payouts will be based on. If they set unrealistic targets for profit sharing and bonus benefits there would be a mass exodus and you can bet it would be the most talented people that hit the exits first. So what I'm saying is that if the supposed expert analysts want to base there EPS numbers on 10-12% then there is a real good chance of a big surprise when the earnings are released. Robin

To: Salah Mohamed who wrote (77887)	2/10/2000 8:23:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Salah... Lifted the following from one of Hio's posts. This also refers to the ambiguity that I suggested earlier. El >>>Very good VCall on Dell and Compaq today. For the most part Compaq begins about 15:15 but is mentioned in comparison to Dell before that. Interesting to note that the statement was made that one of Compaq's big problems were the conflicting statements made recently by management to analysts<<<