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

To: rudedog who wrote (40210)	12/16/1998 12:20:00 PM
From: jim kelley	Respond to of 97611

Dog, I agree that CPQ is making an effort to make its Prosignia line more price competitive with DELL. But they are still paying the dealers 6% for the kiosk purchases. CPQ's cost structure is really high now so that 6% is coming out of their hide. Tandem is basically a no growth business as is their services sector. So it is hard to expect much more out of those sectors this quarter. I expect CPQ to hit its revenue numbers but I suspect that it they will not hit their operational earnings estimate of 36 cents per share. Regards, Jim Kelley