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


To: Elwood P. Dowd who wrote (52894)3/11/1999 6:17:00 PM
From: barber  Read Replies (1) | Respond to of 97611
 
El
Orcl beats estimates by a penny and goes down $6.What happens
to Cpq if they do not beat original estimates of $0.35?

Best
barber



To: Elwood P. Dowd who wrote (52894)3/11/1999 6:38:00 PM
From: JRI  Read Replies (2) | Respond to of 97611
 
Tomorrow is the last day...from my understanding....that Intel can pre-warn (lower analyst estimates) before the quiet period begins..

Tomorrow is also the last day (or maybe today) that PC manufacturers could ask Intel to "take back" orders...so after today (tomorrow?) Intel will have clear visibility on their earnings...and a fidiciury responsibility to warn, if they know they are not going to make estimates...

So, by Intel saying nothing tomorrow...it is de-facto saying it will make its estimates..and by extention, things are not all that bad in PC land....

I believe all these things are true, but I look forward to any extra input from the thread...