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

To: Merlo who wrote (54474)	3/23/1999 3:45:00 AM
From: rupert1	Respond to of 97611

Revisions Reported by ZACKS (but already in the public record) RECOMMENDATION CHANGES: CPQ: DAVIDSON D A changed recommendation from Hold to Strong Buy on 03/01/99 ESTIMATE REVISIONS: CPQ: DAVIDSON D A has reiterated estimate for fiscal year ending 12/99 of $1.70 on 03/01/99 CPQ: DAVIDSON D A has reiterated estimate for long term EPS growth of 16.00% per year on 03/01/99 CPQ: OLDE DISCOUNT made new estimate for fiscal year ending 12/99 of $1.59 on 03/22/99 CPQ: OLDE DISCOUNT made new estimate for quarter ending 03/99 of $0.30 on 03/22/99 CPQ: OLDE DISCOUNT made new estimate for quarter ending 06/99 of $0.39 on 03/22/99 CPQ: OLDE DISCOUNT made new estimate for quarter ending 09/99 of $0.45 on 03/22/99 CPQ: PRUDENTIAL SEC. decreased estimate for quarter ending 06/99 from $0.45 to $0.42 on 03/05/99 CPQ: PRUDENTIAL SEC. decreased estimate for quarter ending 09/99 from $0.49 to $0.46 on 03/05/99 CPQ: PRUDENTIAL SEC. decreased estimate for quarter ending 12/99 from $0.63 to $0.60 on 03/05/99

To: Merlo who wrote (54474)	3/23/1999 4:03:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

One of the surest signs that a stock is at or near a bottom is when shareholders start clamouring for the company buyback facilities to be activated. COMPAQ is in the process of using cash to acquire assets to be bundled into AV. Those assets will be sold at a profit in 6-9 months when a portion of AV is sold as an IPO and the remainder of the shares, owned by COMPAQ increase in value. Would shareholders prefer to spend reserve cash buying back shares (which will be bought by the market anyway in a matter of days/weeks) or use it to make a profit on the AV deal?