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

To: rudedog who wrote (37788)	11/29/1998 2:01:00 PM
From: Pruguy	Read Replies (1) \| Respond to of 97611

Rudedog, can you expand on how the sunw-aol-nscp deal is likely to affect cpq. also what type of alliances and fights are current between cpq and sunw? thanks, mike

To: rudedog who wrote (37788)	11/29/1998 2:18:00 PM
From: Windseye	Read Replies (1) \| Respond to of 97611

Rudedog, Yes, I'll ask for more something as well... Given that you've laid out Revenue and GM percentages (for the year? qtr? '99?) can you reduce these to net profits and apply the resultant percentages to various gross dollar estimates for the current quarter? Yes, I guess I'm asking for the mechanics of what a diligent analyst might provide in summary form. For example, if you see Services able to provide 22% of gross margins (DEC accretive here) and if Service is much less costly than any other operations of the company, then we might expect a 20% profits increase due to Service( assuming all service income was due to DEC). If sales for the quarter were 11 bil, 20% of that is 220 mil, and with 1.5 bil shares, we'd get an increase of 14.6 cents per share from the addition of DEC Service alone. (Yes, I know this is all WAG, but do you have enough fine grain data to pull off a reasoned EPS estimate?) Doug