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

To: rudedog who wrote (37802)	11/29/1998 5:35:00 PM
From: Loki	Read Replies (1) \| Respond to of 97611

rudedog...RE: estimates for Q4... My Q4 revenue estimates are also for around 10B. If the analyst also expect this revenue than their .36 est. calculates a 6.25% net profit. My calculation is for 7% @ 10B revenues which would translate into a $.40299 per share quarter. Is your 20% reduction of .57 and then averaging (.36-.46) reducing the initial net profit estimate of 9%???? In any case our estimates are similar. This would be positive for the stock price. What was the net profit for DEC, Q4 - '97? Loki

To: rudedog who wrote (37802)	11/29/1998 6:29:00 PM
From: Windseye	Respond to of 97611

Thanks, dog. I feel more comfortable with some texture to the estimates... I wonder if we might collaborate here on getting some nuts and bolts data from various sources and integrating this data for refinements down the line. Your've indicated what the major variables are, and which are ambiguous or unknown. Now, what could CPQ do in the next month to influence the revenue outcome significantly? EG.,will the discount for shareholders increase sales by a significant amount? Anything else lurking about that might give it a boost or roost? Doug