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

To: Spots who wrote (15905)	2/1/1998 2:45:00 PM
From: Loki	Read Replies (2) \| Respond to of 97611

Spots... It was not my intention to "pin" Please check my assumptions on the following calculations: CPQ shares 3.164 bil + .150 bil (DEC) = 3.314 shares outstanding '98 - 40 bil.rev. @ .075 Net = 3.O bil. = .90 / share '98 - 40 bil.rev. @ .09 Net = 3.6 bil. = 1.08 / share '99 - 50 bil.rev. @ .075 Net = 3.75 bil. = 1.13 / share '99 - 50 bil.rev. @ .09 Net = 4.5 bil. = 1.36 / share ? -100 bil.rev. @ .075 Net = 7.5 bil. = 2.26 / share ? -100 bil.rev. @ .09 Net = 9.0 bil. = 2.71 / share (notice I am comparing their past high net with your more conservative estimate....I think you make a good estimate.) Looking at mulitples 20x, 25X, and 30X is not all that encouraging. Not calculated are: Impact of any DEC selloff Possible share buyback with extra cash Add'l charges DEC acquisition. (was Tamdem extra 44mil in charges?) Am I missing something? (Can't see the trees because the forrest is in the way). I am still looking for my Robert Morris reports (comparing industry ratios). I will do some more analysis. Thank you. Loki