SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: JRI who wrote (84838)12/11/1998 12:15:00 PM
From: Chuzzlewit  Respond to of 176387
 
Good morning John,

re: Compaq may be on the verge of generating earnings in the Dell-like range of 45-50%

Sure, they do that by taking monstrous charges up-front charges now under the screen of the DEC merger. It's an old and sneaky game, but one that's coming under SEC scrutiny. Charges for "in-process R&D" are coming under very close examination for this kind of abuse. See my comments to Jim Kelley for more on this.

TTFN,
CTC