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

To: tonyt who wrote (90603)	4/6/2001 5:21:15 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Everybody has warned, so I don't think Q1 earnings make a difference unless enough companies surprise on the upside which is unlikely. What matters with respect to earnings day is the ccs and the forward-looking remarks and comments which, imho, ain't gonna be very encouraging. With respect to CPQ, as I've said here before, MC got burned twice as a result of a loose tongue and my hopes are that when he said 12-14 recently, he was sand-baggin'. If he misses the revised estimate, we all might as well go job hunting. If he used his noggin for something more than a hat rack, we get .15. El

To: tonyt who wrote (90603)	4/6/2001 7:16:37 PM
From: Rossignol	Read Replies (3) \| Respond to of 97611

At this point, it's not even earnings because it's a given that nobody has any. What matters most right now is who's holding cash. The little birdie in my head is telling me this: if the companies you invested in didn't build up the cash reserves to finance 6-9 months of earnings shortfalls than even relative to today's stock price levels you're going to be burnt toast. This is going to be the market test next week for all the quarterly reports. If you haven't got the cash to finance your own receivables or lack thereof, there isn't going to be any bank or investor out there that will bail you out. Bottom line: you better be looking for those companies whose liquid reserves exceed their short term liabilities - they are what's worth hanging onto. Just about everything else should be dumped and the CEO fired. So somebody help me out with this - whose got the cash? Apparently the market likes where DELL is standing. What about CPQ? I'm betting LU stinks, MOT is gathering suspicion. I'd bet IBM is good, and I don't know about CSCO or ORCL or INTC. Time to go look hard at some balance sheets...inputs and comments welcomed.