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

To: gc who wrote (13358)	1/12/1998 11:10:00 PM
From: hpeace	Read Replies (1) \| Respond to of 97611

what kind of elaboration do you wnat????? buy a dram or diskdrive from korea and it's .66 the price. same with electricals componenets 70% the price. this has nothing to do with bto. the peices of a pc is dirt cheap and cpq is dropping the purchase prices no more than their planned 20%. you need to divorce the stk price and cpq's profit. long term they will sync up. short term there is no correlation. you should beg for times like this...these are great times. the market and reality are not the same.... like in 1984 when cpq fell to 3. and in 1987 when they thought cpq would be bankrupt by sept of 1987 and calls dropped to almost zero and 10,000 in options could become 5 million dollars. or in 1992 cpq went back to 22.125 only to be almost 500 adjusted for splits in 1997. What do you want.....this is what dreams are made of... maybe should should not be in the market and in a savings acct or the credit union<ggg>

To: gc who wrote (13358)	1/13/1998 10:17:00 AM
From: hpeace	Respond to of 97611

this is cpq's formula for revenue /... total revenue = A-B-C-D A=sales(all countries) B= - credits returns C= - price support and future price drops/sales dealer inventory D= - % times planned dealer inventory by channel- actual inventory Can you explain if this is the formula how transfering inventory to a channel raises the revenue and thus profit. as it moves to channel the A part goes up but it is substracted out in element D and C and accruals for B. So, please explain how it raises revenue. I wrote the computer program for this so I'm not guessing. It's allot more sophisticated from the day I first wrote it since each channel has a planned and actual inventory. Just hae to see your answer on this<gg>