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

To: Luc Glinas who wrote (26222)	5/15/1998 9:04:00 AM
From: William Hunt	Read Replies (2) \| Respond to of 97611

THREAD ---FIRST CALL has CPQ a strong buy for the first time in three months-- First Call Earnings Estimates for Compaq Computer Explanations of the reported fields are available First Call Consensus Earnings Estimates as of 05/09/98 Latest Price: 32.44 Industry: Comp-w IBM FYE: Dec 98 Consensus Recommendation: Strong Buy Compaq Computer NYSE:CPQ Current Quarter Mar 98 Next Quarter Jun 98 Fiscal Year Dec 98 Fiscal Year Dec 99 Current Mean EPS 0.01ÿ Aÿ 0.02ÿ 0.66ÿ ÿ 1.57ÿ Number of Brokers 30ÿ 32ÿ 32ÿ 29ÿ High Estimate 0.01ÿ 0.13ÿ 1.12ÿ 2.25ÿ Low Estimate 0.01ÿ -0.06ÿ 0.50ÿ 1.10ÿ Standard Deviation ÿ 0.03ÿ 0.14ÿ 0.28ÿ Median 0.00ÿ 0.01ÿ 0.60ÿ 1.55ÿ Year Ago EPS 0.27ÿ 0.30ÿ 1.35ÿ 0.66ÿ Current vs. Year Ago (% change) -96%ÿ -93%ÿ -51%ÿ 138%ÿ Report Date Apr 15 Aÿ Jul 10 Wÿ ÿ ÿ Consensus Recommendation: 1.8 1998 Price/Earnings Ratio: 49 Long Term Growth Rate: 20% Comparative Estimates and Price Ratios 1999 Price/Earnings Ratio: 21 Estimate Trends and Revision Momentum First Call Consensus Recommendation Current Mean Recommendation 1.8ÿ Number of Brokers 31ÿ Industry Recommendation 2.1ÿ Difference b/w Current and Industry -0.3ÿ Difference b/w Current and Sector -0.3ÿ Difference b/w Current and WSJ/DJ US Index -0.4ÿ 7-Day Ago Mean Recommendation ÿ First Call Long Term Growth Rates Next Five Years - Median 20%ÿ Number of Brokers 18ÿ Next Five Years - High Estimate 25%ÿ Next Five Years - Low Estimate 14%ÿ Last Five Years Growth Rate 30%ÿ Industry Growth Rate 15%ÿ Growth Rate relative to Industry 1.4ÿ Growth Rate relative to Sector 1.1ÿ Difference b/w Current and WSJ/DJ US Index 1.6ÿ First Call Comparative Estimates and Price Ratios Compaq Computerÿ NYSE:CPQÿ Current Quarter Mar 98ÿ Next Quarter Jun 98ÿ Fiscal Year Dec 98ÿ Fiscal Year Dec 99ÿ Company - NYSE:CPQÿ 0.01 A 0.02ÿ 0.66 1.57ÿ Current vs. Year Ago (% change) -96%ÿ -93%ÿ -51%ÿ 138%ÿ DJ Industry - Comp-w IBMÿ 4.70ÿ 5.85ÿ 26.66ÿ ÿ Current vs. Year Ago (% change) ÿ -3%ÿ 8%ÿ ÿ DJ Sector - TECHNOLOGY 7.66 8.87 38.10 Current vs. Year Ago (% change) ÿ -2%ÿ 8%ÿ ÿ WSJ/DJ US Index 10.29ÿ 11.34ÿ 46.84ÿ ÿ Current vs. Year Ago (% change) ÿ 9%ÿ 12%ÿ ÿ ÿ Company Industry Sector WSJ/DJ Index Price/Earnings Ratio on 1997 Calendar Year Mean 49ÿ 25ÿ 29ÿ 22ÿ Price/Earnings Growth Ratio on 1997 Calendar Year Mean 2.46ÿ 1.71ÿ 1.63ÿ 1.76ÿ First Call Estimate Trends and Revision Momentum Compaq Computerÿ NYSE:CPQÿ Current Quarter Mar 98ÿ Next Quarter Jun 98ÿ Fiscal Year Dec 98ÿ Fiscal Year Dec 99ÿ Current Mean EPS 0.01ÿ Aÿ 0.02ÿ 0.66ÿ ÿ 1.57ÿ 7-Day Ago Mean EPS 0.02ÿ 0.25ÿ 0.67ÿ 1.57ÿ 30-Day Ago Mean EPS 0.09ÿ 0.29ÿ 0.82ÿ 1.63ÿ Upward Revisions Last 7 Days 0ÿ 0ÿ 0ÿ 1ÿ Upward Revisions Last 30 Days 1ÿ 4ÿ 1ÿ 2ÿ Downward Revisions Last 7 Days 1ÿ 0ÿ 1ÿ 1ÿ Downward Revisions Last 30 Days 22ÿ 18ÿ 20ÿ 14ÿ BEST WISHES BILL

To: Luc Glinas who wrote (26222)	5/16/1998 8:13:00 PM
From: TimD	Respond to of 97611

I can't think of any box maker that has a big dependence on Indonesia. Most PC mfrs, except for maybe HP or IBM, don't even have a subsidiary there, they work through distribution. The recent rioting isn't going to effect things as much as the currency devaluation did last fall. PCs are now three times more expensive in local currency. If you are looking for a market play related to the social unrest consider some of the industries affected by the commodities that Indonesia exports.