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

To: Satish C. Shah who wrote (14276)	1/21/1998 8:13:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Also, what time is/was the CC? S.

To: Satish C. Shah who wrote (14276)	1/21/1998 8:46:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

Two words come to mind: Outstanding and awesome ! Thanks Satish, I guess I will have to watch that invterview.From reading the company news release,a few things caught my attention,let's call them the key points shall we? and they are: 1.Unit growth 2 1/1 times better than the industry average,while increasing profitablity. 2.Enterprise business accounted for 37% of sales. 3.Strong outlook for 98,despite the Asian thing. 4.Earnings for the full year 97 fully diluted, exluding a one time non-recurring charge of some 252 mill dollars associated with the merger etc,i think.(no idea as to whether the analysts estimate are on a fully diluted basis or not and that makes a lot of difference,dont it?) First call estimate was .83/sh pre-split, i don't know what the whisper number is. Zacks had them at .84, and IBES at .83. For the full year Zacks had $2.70/share, IBES at 2.68/share and the acutual number of course is $2.69/share on a fully diluted basis. With our luck probably the idiot analysts will think this not good enough and may punish the stock.It could happen.