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

To: PCSS who wrote (87163)	11/28/2000 11:17:38 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

The following message is contributed by "cumulonimbus_2001." Elwood of SI-One analyst defends Compaq by: cumulonimbus_2001 11/28/00 9:38 pm Msg: 198742 of 198753 King repeats here in his defense of CPQ today: biz.yahoo.com in this he says his checks do not show evidence of CPQ channel stuffing, that he was surprised at Gardner's Euro reason for a possible shortfall saying that CPQ already publicly disclosed that it had hedged the Euro to quantify their exposure in Q4 to the Euro, and that consumer demand would have to fall off a cliff to cause CPQ to miss their Q4 estimate. Banc of America Securities analyst Kurt King said he expected Compaq results for the quarter ending in December to beat pessimists' forecasts. ``In the near term the market will probably treat both stocks (Dell and Compaq) more or less equally. However, in the longer term, stock performance will be driven by how results come out relative to expectations, and this is where I think Compaq has a significant advantage,'' he said.