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

To: Kenya AA who wrote (53690)3/17/1999 2:05:00 PM
From: robbie  Read Replies (2) | Respond to of 97611
 
K - had both exercised options and bought shares.

Yeah, at what price? About the 0.29...at least they have a low number to shoot at. 0.29 shouldn't have taken the stock from 51 to 30. If they make the number, the stock should get back into the 40's anyway.

R



To: Kenya AA who wrote (53690)3/17/1999 2:17:00 PM
From: Adrew Thanh  Read Replies (1) | Respond to of 97611
 
They are leaving themself some room for the upgrade to STRONG BUY after earning is out. $.29 is too conservative. CPQ will make .$35 for this quarter.



To: Kenya AA who wrote (53690)3/18/1999 11:30:00 AM
From: rudedog  Read Replies (1) | Respond to of 97611
 
K -
The high-end sales now represent nearly $10B of revenue for CPQ, so being "slightly ahead of plan" here could cover a lot of misery in the mainstream business.

CPQ executives have only a brief window after earnings so buy or sell stock. Maybe that's what he meant by "ownership policies".


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