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: PCSS who wrote (97240)	4/19/2002 6:32:02 AM
From: PCSS	Respond to of 97611

snippet from G-S's research on MSFT earnings this morning - interesting part for CPQers is BOLDED: March Q3 rev of $7.25 bil was above our $7.1 bil est and operating EPS of $0.48 was above our $0.41 est. Investors were initially confused by the non-operating items, but when sorting it out we were pleased with the quarter results. Mgt talked down Street estimates, but for the most part this was directionally consistent with our earlier reductions. The Xbox price cuts and resulting price protection allowances are likely the largest reason for a reduction in June estimates. New FS 2003 estimate of $1.92 is close to our earlier $1.95 est. This is the first quarter in a year that PC demand has been a bit better than expected and seems to be picking up, a likely benefit for the stock, which is rated RL.

To: PCSS who wrote (97240)	4/19/2002 8:54:02 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

In what its executives called probably their last earnings call before the closing of their acquisition by Hewlett-Packard, Compaq reported a profit of $44 million, or 3 cents a share, on sales of $7.7 billion. In the period last year, Compaq had sales of $9.2 billion but posted a loss of $131 million, or 8 cents a share, as it restructured to deal with the slowing economy Sooooooooo, if CPQ can earn .03 on revs of 7.7 bil this Q, how much would CPQ have earned if the economy were healthy and they had matched last years revs? El