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

To: SDNA who wrote (51255)	3/2/1999 10:29:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Here's the most recent list of earnings guesses from the thread. They were all made in the last 2 days. El Elwood P. Dowd (50919 ) From: Kenya AA Tuesday, Mar 2 1999 12:15AM ET Reply # of 51267 El: Haven't read tonight's posts yet, so I'm not sure if it's up to date .... Updated CPQ earnings estimates for Q1: Average - .3347 El - .30 Pruguy - .33 Russ - .35 Reichers - .34 Mike Fredericks - .36 Harvey - .32 Barber - .29 Captain Jack - .31 Howie - .32 Michael - .36 csm - .33 Night Writer - .37 Bruno - .34 fooledalot - .36 robbie - .31 rudedog - .37 kash - .33

To: SDNA who wrote (51255)	3/3/1999 12:01:00 AM
From: Rick McDougall	Respond to of 97611

SDNA....First of all I "have" to be optimistic as I hold the stock at much higher prices. Although I do believe that cpq will fall short of their estimates I think that the .30 price estimate for the Q is a manipulative #. The leaked information at the s/h's meeting was orchestrated to soften the blow of missing the estimates (how do ya like that for a conspiracy?). The new estimates are coming in around .29/.30 & the stock price is down reflecting the disappointing earnings...so along with dell, mu, 3com & intc all the bad news is already built into the tech sector & stock price of cpq, ahhhhh right? Now, how did the anal-ysts arrive at the revised .29/.30 eps#? It would have to be based on information received from cpq & they wouldn't be so stupid as to supply an overly optimistic revised eps.....would they????....(somebody help me here):o). So I think the final # will be $0.36....beats the hell out of the revised .29/.30 & keeps the sh's relatively happy, well ok, some of the sh's. As far as the $39 price, I believe the sell-off in the computer stocks has been overdone (with the exception of dell) & therefore think the bottom for cpq will hold above $28....should know within a week!!! I think that the 2nd & 3rd Q's will see more of a contribution from the dec acquisition. The 4th should be strong going into the Xmas season & the newyear & should contribute substantially to cpq's bottom line....result $62.00(or was it 65?) 12/31/99. And maybe, just maybe the hwp management may have pointed EP in the right direction w/r to AV?....would be nice if they spun the company off to sh benefit. Finally & most importantly Jimbo is now a proud(?) owner of cpq...how bullish can that be?????<ggg> Of course this is just all MHO (actually some of it is fiction).....Rick