Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Richie who wrote (42959)	1/12/1999 10:27:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Richie - I have done several cuts on the earnings, they could be quite high but I am sticking to my 40.5... I don't think that the street has raised expectations for the stock, and so I don't think a blowout is built into the price. The consensus estimate is still at .36 and I believe that anything over that will at least sustain momentum. The real concerns are long term IMO - has CPQ really figured out how to develop and maintain synergy from the acquisitions, can they pull this powerhouse together? Those factors far outweigh the short-term earnings forecast. The trend, and indications as to what CPQ's real strategy will be, are the keys to continued growth.