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

To: Elwood P. Dowd who wrote (78169)	2/14/2000 7:36:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

C'mon El-- headcheerleaders are not supposed to say things like that,, anyway thats MY job around here! <<"IDC says that pc sales in Asia were up 35% in 1999 with IBM #1, CPQ #2, Legend #3, etc. I suppose we dropped from #1 to #2? El">> If DELL continues to take PCs and IBM along with HWP takes servers, while cpq is still thinking about service business IBM leads in where are the rev and provit Growth going to come from? There are only so many CMGI shares to sell,, but those NOT layed off are certainly appreciative of the stock price,,, soon av will not be the only dead issue,, cpq is getting close to the point it may never see the 33 you mentioned again,, certainly not this year anyway,,, didn't we all say "maybe next year" last year? Time to start saying it again this year IMO.

To: Elwood P. Dowd who wrote (78169)	2/14/2000 8:49:00 PM
From: Ted Foster	Read Replies (1) \| Respond to of 97611

Jerry Castellini on CNBC said: "Compaq, still struggling still trying to find a home, still having dell take a chunk of server business, so while they are trying real hard i know they have had a very positive sounding comments recently, I would shy way from compaq right here. " Referring to CPQ's and Dell's Q4 reports; sequentially, Dells total revenues were flat, enterprise was flat, Desktops were down offset exactly by the rise in laptops. Cpq's total revenues were up 14% sequentially, Enterprise was up 7%, and within that, standard servers were up 13% (where Dell competes) Commercial PC revenue was up 15% consumer PC's up 34%. It is hard to see where CPQ lost share to Dell in Q4 unless it was in Portables. CPQ breaks out operating income by group which ought to give analysts a clearer view how the company is doing. They appear not to have picked up on it. Castellini appears to be off base, but maybe he is talking units, or taking in consideration that the companies quarters have different months. Anyone inclined to elaborate or give a different slant on earnings?