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

To: samoyed who wrote (14655)	1/22/1998 7:45:00 PM
From: robbie	Read Replies (2) \| Respond to of 97611

"Theoretically they beat the [earnings per share] number by a penny, but they didn't beat the top line revenue number," said Jeff Matthews, general partner, Ram Partners, Greenwich, Conn. "That is the important thing. Given the level of [channel] stuffing they did, it was like they cheated on the exam and still didn't get a good grade." I wanted to post this before the channel-stuffing rumors get started again. This is the same idiot that was quoted on the thread earlier. Compaq just proved once and for all they weren't stuffing the channel and check out his spin. Sure wish I could get him to handle my money for me. <gg> Robbie

To: samoyed who wrote (14655)	1/22/1998 10:22:00 PM
From: Liam	Read Replies (1) \| Respond to of 97611

Fact #1: CPQ derived 37% of its revenue in 4Q97 from servers, workstations, and associated 'enterprise' options. Fact #2: CPQ plans to grow that to 50% by the year 2000. Fact #3 Servers and Workstations (and the options associated with them) bring in better margins that consumer stuff Conclusion: CPQ does not need and should not buy a box maker like Micron or Gateway. Compaq knows where the big bucks are gonna come from, and Gateway and Micron provide ZERO value add to the BIGGEST area in which Compaq plans to grow. Still WAY LONG on CPQ !!!!!!!!!