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: Nouveau_Riche who wrote (80397)	3/28/2000 9:35:00 PM
From: Steven N	Read Replies (1) \| Respond to of 97611

RICHE--please ask this on CPQ investors thread--there you will get an intelligent response without negativity and childish banter. sn that would be on yahoo

To: Nouveau_Riche who wrote (80397)	3/28/2000 11:32:00 PM
From: hlpinout	Respond to of 97611

Hello NR, You are correct that there are very little expectations from CPQ as demonstrated in this audio. In fact, in this interview the possibility of a shortage was mentioned with the analyst predicting no shortfall but anything could happen. There is also a possibility of an upside surprise (nothing like hedging a bet). As Victor, El, and others mentioned and as management has demonstrated, non-core assets could be factored to meet/exceed the estimates but probably won't garner much W.S. support. So it looks like CPQ can pretty much complete the writedowns without retribution PROVIDING they supply guidance and a really silver tongued devil for analysts. hio March 28, 2000 07:30 D.A. Davidson & Co. Analyst to Interview On RadioWallStreet.com PHILADELPHIA--(BUSINESS WIRE)--March 28, 2000--Today, on RadioWallStreet.com, D.A. Davidson & Co. Analyst, Mark Corcoran, will discuss Compaq Computer Corporation (NYSE: CPQ), Dell Computer Corporation (NASDAQ: DELL) and Gateway, Inc. (NYSE: GTW). This event will be broadcast Tuesday, March 28, 2000 at 4:30 PM EST. To access this RadioWallStreet.com broadcast, investors should go to radiowallstreet.com. It may be necessary for first time visitors to RadioWallStreet.com to go to the site to download and install any necessary audio software. There is no charge to access any event. Questions for this RadioWallStreet.com event may be submitted in advance by e-mailing greg@radiowallstreet.com. Please reference date and time of the interview in the Subject of the e-mail. About Investor Broadcast Network Investor Broadcast Network, founded as Vcall in 1997, is the leading webcaster of investor events covering over 1200 public companies. The Company provides compelling investor content direct from companies and experts to more than 450,000 registered users through its Vcall, RadioWallStreet.com and Investor Conference broadcast services. RadioWallStreet.com provides unique and compelling interviews and roundtable discussions from leading executives and market experts for investors who need real-time analysis and insight direct from today's newsmakers. radiowallstreet.com

To: Nouveau_Riche who wrote (80397)	3/29/2000 11:21:00 AM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Riche, I think MC was saying, there will be no specific write off for this. The expenses will be treated as normal expense items as they occur. In that case, there should be no flexibility or delaying the recognition of expenses. I'm not a CPA, but we got on this slippery slope by recognizing income before it was realized. (That was stuffing the channel.) Compaq needs to keep the books meticulously clean. IMHO MC was indicating that with his comment on the Alpha WIN NT expenses. The analysts will jump on anything that looks off base accounting wise. NW