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

To: rudedog who wrote (84711)	9/13/2000 10:59:40 AM
From: profile_14	Read Replies (1) \| Respond to of 97611

rudedog, I saw that but I want to validate the numbers since you can see that the Apple figure is dated to 1997. As a general thought, though, that does jive with my recollection and it presents an opportunity to jump into not only CPQ, but also JBL and FLEX. FLEX is splitting and in a couple of weeks and JBL is doing well, and will be reporting shortly. Although business earnings are expected to grow by 90%, I wonder how much more appreciation can be given to those stocks in this kind of market with elections, oil, valuations, slowing economic data, etc., looming. Therefore, I prefer the undervalued underdogs, such as CPQ, where money flows are staggeringly positive as opposed to neutral, with accelerating earnings. Any thoughts on IDC data question I posed earlier?

To: rudedog who wrote (84711)	9/13/2000 10:48:01 PM
From: rich evans	Read Replies (1) \| Respond to of 97611

AT SCIs CC they stated that the revenue shortfall of 300 Million was because of Settop boxes primarily . They used the figure of 70%. Also with respect to PCs, they said only finished PCs were affected. They make a lot of PC motherboards and this is 1/4 the price of the finished PC. They said the PCBA business(motherboards )is doing fine. So I doubt whether this is a CPQ problem for their computers. Also this was mostly European related sales and a new settop design ramp and some component lead times also contributed. Bottom line there is no reason for the CPQ to go down IMO. HWP is their primary finished PC customer. Rich