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

To: rupert1 who wrote (52184)	3/8/1999 8:01:00 PM
From: Elwood P. Dowd	Respond to of 97611

With the tax benefit(or whatever out last quarter), CPQ earned .38, I think. I don't see how they can earn much over .30 this quarter, with business soft. after all, Q4 is traditionally the best Q of the year. Sure this is 1999, but no way can these back to back quarters get the same results, IMHO. .30 is all that I can see. El

To: rupert1 who wrote (52184)	3/8/1999 8:15:00 PM
From: JRI	Respond to of 97611

Victor- thanks for the update from the Premiership.. It is unreal that folks who are now coming out saying that PC sales are going to be OK.... AFTER NOT SPEAKING UP the last couple weeks after story after story about slowing sales......Betcha their houses were buying up the boxmakers (some CPQ, more Dell, GTW..) Victor, quoting a Compaq spokesman on his take of the IBM/CPQ deal? Since when has CPQ truly understood what Dell is capable of? It looks to me like they have underestimated them at every turn...A callous view of IBM/Dell could be dangerous indeed....if I were CPQ, I would operate under the worse case (potential) conclusion, and not the least of examples... Come to think of it...maybe THEY ARE considering the worst, but PRing it as no big deal (might have answering my own question there).. IMO, IBM/Dell is a big deal...but there is room for CPQ and IBM/Dell (assuming IBM takes up Dell's service, and Dell is the pure boxmaker) to be both be successful (but not room for HP and others)....a little room for a niche Gateway too...