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

To: PCSS who wrote (94663)	1/10/2002 10:09:21 AM
From: Charles Tutt	Respond to of 97611

I'm not sure "Let's Abandon What Has Worked" is a great strategy, either. Charles Tutt (TM)

To: PCSS who wrote (94663)	1/10/2002 10:26:10 AM
From: MeDroogies	Respond to of 97611

Just sold some Apr 10 Puts. Expect the stock to decline in the short term. That's just the way it goes for me.

To: PCSS who wrote (94663)	1/10/2002 10:35:11 AM
From: Elwood P. Dowd	Respond to of 97611

One critter's opinion: Compaq's breakeven revenue is $7.6 bil by: classyfilms (34/M/Atlanta, GA) Long-Term Sentiment: Strong Buy 01/10/02 10:26 am Msg: 268163 of 268163 based on last quarter's overhead. That means that if they did $8 billion in sales, an extra $400 x 20% (gross margin) x 0.65 (after tax leftover) = 52 mil net profit or 3 cents/share. If they did $8.2 using the same math they will show a 5 cents/share profit. If they cut overhead by an extra $100 mil this quarter, they may even show a profit of 9 cents/share.

To: PCSS who wrote (94663)	1/10/2002 11:59:58 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

News on IBM warnings rumor by: jcmil 01/10/02 11:27 am Msg: 118952 of 118969 FRANKFURT, Jan 10, 2002 (AFX-Europe via COMTEX) -- Shares in German blue chip technology and telecom companies moved lower in late afternoon as rumours of an imminent profit warning from International Business Machines Corp burdened sentiment further in the sector Europe-wide, dealers said. At 5.15 pm, Epcos was down 3.04 eur or 5.66 pct at 50.66, Deutsche Telekom was down 0.75 or 3.91 pct at 18.43, and Siemens lost 2.77 or 3.53 pct 75.75. SAP was off 5.09 or 3.04 pct at 162.21, while Infineon was down 0.60 or 2.35 pct at 24.90. The DAX 30 was down 92.04 points or 7.74 pct at 5,196.17. Dealers said that rumours doing the rounds in London are that IBM will issue a profit warning ahead of its results next week. The rumour added to the gloom created by badly-received TMT industry news in recent days, most notably poor Christmas results from the UK's largest electrical retailer chain Dixons Group PLC showing poor mobile handset sales, and disappointing subscriber numbers at US wireless carriers, dealers said. This string of bad news is prompting investors to take profits after the recent rally in the sector, they said.