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


To: vinod Khurana who wrote (52746)3/11/1999 9:40:00 AM
From: rupert1  Read Replies (1) | Respond to of 97611
 
Well I guess COMPAQ "warned" just like you were all predicting! HA HA HA HA HA!!!!

Apparently they read my letter on the thread, did not want to accept it on the - email because it might look like they were buckling under my pressure.


Drat! I might not get my $30 doubling up price now.



To: vinod Khurana who wrote (52746)3/11/1999 9:45:00 AM
From: rupert1  Read Replies (3) | Respond to of 97611
 
vinod: Could you give a source or link, please!



To: vinod Khurana who wrote (52746)3/11/1999 9:49:00 AM
From: Lynn  Respond to of 97611
 
Wow! Now I know what I want to ask CPQ IR!

> 09:23 [CPQ] COMPAQ OPTIMISTIC GOING FORWARD. SEES INTERNET
> BUSINESS
> CONTRIBUTING 25% BY YEAR 2000.

What % did internet business contribute to in '98 and what is the % expectation for '99?

When CPQ says, "internet business," what precisely is CPQ referring to? [e.g. sales through Compaq's web site? Alta Vista related revenues?

Does this statement mean there is going to be a shift, with internet business taking away from traditional business? Basically, exactly what does this mean.

Anyone care to add to this?

Lynn



To: vinod Khurana who wrote (52746)3/11/1999 10:03:00 AM
From: Kenya AA  Read Replies (1) | Respond to of 97611
 
vinod: 09:20 [CPQ] COMPAQ SEES MARCH SALES EXCEEDING EXPECTATIONS.
09:23 [CPQ] COMPAQ OPTIMISTIC GOING FORWARD. SEES INTERNET BUSINESS
CONTRIBUTING 25% BY YEAR 2000.


SOUNDS GREAT! But......

09:22 [CPQ] COMPAQ SALES FOR FEBRUARY DOWN JUST 1% FROM YEAR AGO LEVELS.
09:23 [CPQ] COMPAQ SEES 1999 SALES AND PROFITS EXCEEDING 1998 LEVELS.


Well, Compaq didn't have any profits in Q1 last year, so I sure hope they're going to do better this year.

K