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

To: rupert1 who wrote (46165)	1/29/1999 4:18:00 PM
From: Loki	Read Replies (2) \| Respond to of 97611

victor...the numbers on the Faber report were Q3 and Q4 of CPQ and DELL. I'm not sure to which numbers you are referring from Q4 in 1997. PC's? If you have those numbers of PC's Q4 97 vs Q4 98 for CPQ only then you are correct in saying the numbers are off. Q4 in 97 was booked...but really only to the channel, to be sold to customers in Q2 and Q3 at the expense of less PC's from CPQ. Q4 98 was obviously more directly to the market. If one has no relative basis, either to DELL or another company or the total increase in all computer sales, then how do we know that the CPQ absolute increase (Q497 over Q498) is good? Loki