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


To: Jimbo Cobb who wrote (28943)7/13/1998 4:28:00 PM
From: Tweaker  Read Replies (1) | Respond to of 97611
 
Why do CPQ and LU keep trading after the bell?

Phil



To: Jimbo Cobb who wrote (28943)7/13/1998 4:48:00 PM
From: Thomas Dremel  Read Replies (2) | Respond to of 97611
 
Let's see if WED AM brings any surprises. What I expect are:

1) break-even quarter and inventory down to 4 weeks 2) a transition quarter in the 3rd quarter, which may be .10-.15 and 3) that the DEC integration is going well.

What I'm worried about is that CPQ will NOT be able to comfort investors about the 4th qtr and that we could hit another short term bump. I expect they will say they are positive about the long term, but I think there are alot of impatient investors.

Tom D