Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rupert1 who wrote (56012)	4/8/1999 7:44:00 AM
From: Racso	Respond to of 97611

Victor: perhaps you can comment on the following. In its yesterday's revenue warning (attached), Advanced Micro Devices mentioned that March shipments of its K6-2 processors were higher that January and February combined. Does this have any relevance to COMPAQ? would this suggest stronger March numbers for COMPAQ? Thanks. Message 8767401

To: rupert1 who wrote (56012)	4/8/1999 8:01:00 AM
From: rupert1	Respond to of 97611

The other day I posted a report from Zacks that Kaufman had increased its COMPAQ estimate for this quarter a few days ago from 31 to 36 cents; and increased every subsequent quarter and the whole year, but omitted mention of 3Q. Somebody on the Yahoo thread also saw the report, and they telephoned COMPAQ IR to ask whether Kaufman and Prudential ( which reiterated a Strong BUY, according to Company Sleuth) had been given information to support their optimism. IR was unaware of either report and stressed that this was the quiet period. BTW ZACKS the original ZACKS report omitted reference to the 3Q 1999, but it sent a supplementary report late yesterday, citing Kaufmann has upgraded estimates for the 3Q by, about 4-5 cents. (Soory, I deleted my e-mail).

To: rupert1 who wrote (56012)	4/8/1999 8:25:00 AM
From: Bazmataz	Read Replies (2) \| Respond to of 97611

For CPQ, (to me), unit sales matter less than revenue and profits. If CPQ is selling their very low-cost pc's at greater numbers, that's good - but unless they're making money, who's going to care? I think that some on this thread may be mistaking unit numbers and market share for more than it's worth. Maybe for the internets that's okay - their market share may mean more profitability in the future. But for a company like CPQ, that could be the kiss of death - they're killing their profits in order to take market share. The best goal for this would be to have more pricing power in the future with that market share, but who really thinks CPQ will have pricing power (in the positive direction, that is) at any point in the future ever? Personally, I don't. Baz