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


To: Chris who wrote (19770)3/5/1998 7:42:00 PM
From: peacelover  Respond to of 97611
 
Chris,

So, the only box maker that makes money is dell. Man, how I wish I bought a few shares when I was tempted in the low 80's. Hind sight is perfect, of course.

peacelover



To: Chris who wrote (19770)3/5/1998 7:56:00 PM
From: Mike Gordon  Respond to of 97611
 
Chris:

Excellent Post, though I didn't want to hear potential earnings warning. I wonder just how devastating it can be with stock down from 35? Secondly, I've seen twice on this thread that January sales (in units) were up by 90%. Give me a break. This should be enough to move CPQ into the stratosphere with DELL. (or even WalMart) ggg

Mike Gordon



To: Chris who wrote (19770)3/6/1998 1:41:00 AM
From: ed  Respond to of 97611
 
I think starting from next week CPQ will start to talk about the DEC story to convince both DEC's customers and the investors. CFO already mentioned comfortable with the earning
estimation if March sale is on line, so nothing to warn at this early stage, one more month left.