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

To: Elwood P. Dowd who wrote (57375)	4/12/1999 3:43:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

If they're smart, they'll make the number as low as possible and use any money they could possible move out to next quarter to try to actually EXCEED estimates in the future... This quarter is so far blown it doesn't matter what the actual number is now... Jimbo.

To: Elwood P. Dowd who wrote (57375)	4/12/1999 3:54:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

El: No, but it has entered my mind that the 15 cents would be achieved with the use of tax credits so that the actual operational earnings will be even worse than they appear now. On the positive side, if the 15 cents includes a big one time charge for Brazil devaluation, I think that improves the quality of the earnings - probably by the 2/3 cents originally estimated. Unless they are completely incompetent (I know!) I would assume that 15 cents is an underestimate. My revised EPS guess is 17 cents.

To: Elwood P. Dowd who wrote (57375)	4/12/1999 5:47:00 PM
From: rupert1	Respond to of 97611

El: I have just seen my first ever COMPAQ ad on British TV. It was prime time during the SKY Television News (satellite europe-wide). It was a very white background, with black, free-hand doodles or line-drawings representing people in a street - animated. A bit like a Lowry painting. Some of them approached a point in the picture which was meant to be a cash dispenser. Then a male voice with an English accent comes on and the spoken words are also trailed across the bottom of the screen. It says "75% of cash is provided by COMPAQ machines" Then a big red logo Q and "Better Answers" is the final shot. It was very bright, clear and pleasing.