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: Jimbo Cobb who wrote (87473)	12/6/2000 10:52:41 AM
From: MeDroogies	Read Replies (2) \| Respond to of 97611

Not necessarily. The server markets haven't been heard from, and CPQ had lowered estimates slightly earlier. Does it make sense to engage in a stock buyback when you're going to miss earnings? Finally, is it likely that IF CPQ did miss earnings, the price is already fully accounting for that fact? I think it is very likely. If CPQ was at 18 last year without earnings, it could hardly be worth less than 20 when it has earnings (even if they miss). Overall, I think the outlook is positive. I don't see that CPQ is necessarily tainted by the same negatives.

To: Jimbo Cobb who wrote (87473)	12/6/2000 11:22:08 AM
From: Night Writer	Read Replies (2) \| Respond to of 97611

Jimbo, Buuuy CPQ!!!!!!! Load the boat while the lemmings are running!!!!!!!!! Compaq don't care about PCs, they sell Enterprise Systems!! They sell Telecommunications Systems!!!! They sell super computers!!!!! They sell wireless devices!!! They sell memory storage!!!! PCs are a side line business to buy parts with huge volume discounts for the high end business. Compaq sells direct!!! Compaq sells through the channel!! Compaq sells global!!!! Compaq is everywhere!!!!! BACK UP THE TRUCK, AND GRAB ALL YOU CAN GET!! NW