MS Chspk Egy Sparqs (CPQ) Quote

Nathan-- it has been awhile,,,,,,,,,,, a LONG while. Still had to respond as even with the merge my thoughts have not changed,, still only a trader & no reason to buy for a mid or L term,,

Compaq Says It Will Post (Q4) Profit, Not Loss

HOUSTON (Reuters) - Compaq Computer Corp. (NYSE:CPQ - news) on Monday said it expects to post a profit in the fourth quarter, not a loss, on revenue of more than $8 billion, in a sign that the struggling personal computer industry had a better-than-expected quarter.

The results are above the previous forecast from Compaq, the No. 2 personal computer maker, for revenue of $7.6 billion to $7.8 billion and a loss of 3 cents a share.

Compaq's earnings surprise is the second positive sign for the technology industry in the past week. Semiconductor stocks soared last week after the release of industry data showing improved sales in the fall, making a recovery more likely.

The news also comes at a time when it and competitor Hewlett-Packard Co. (NYSE:HWP - news) are trying to convince shareholders that their proposed merger is a good one. Investors have had doubts about that merger since it was announced on Sept. 4.

In the late autumn, members of both the Hewlett and Packard families said they would vote their combined 18 percent stake against the merger.

``These results represent strong execution and Compaq's solid momentum in the marketplace,'' Compaq Chief Executive Officer Michael Capellas said in a statement.

Earlier on Monday, Lehman Brothers analyst Dan Niles said Compaq had a good fourth quarter because both demand from consumers and corporations was strong, despite concerns that the HP merger plan would hurt corporate sales.

``The merger uncertainty being a big concern hasn't seemed to affect their corporate demand as much as we would have expected, so we think Q4 ended up pretty well for both consumer and corporate for them,'' Niles said.

The upside surprise comes on the back of a quarter in which Compaq warned of lower results and then posted a loss of 7 cents per share.

Compaq lost its top spot among PC makers in 2001 as demand slowed and competitor Dell Computer Corp. (Nasdaq:DELL - news) launched an aggressive price war that hurt Compaq's margins.

Analysts were expecting a loss of 3 cents per share on revenue of $7.63 billion in the fourth quarter, according to Thomson Financial.

In early New York Stock Exchange (news - web sites) trading on Monday, Compaq shares were up 59 cents, or 5.2 percent, at $11.98.

Shares of No. 1 PC maker Dell were also higher on strong volume, gaining 2 percent to $30.20. Investment bank Robertson Stephens on Monday raised its rating on Dell to a ``buy'' from a ''market perform''.

HWP/CPQ merger good? bad? anyone ideas?

JAJAJA....LMAO at your A.G post #89786 on SI. Your best piece of work in quite some time. The best part is -- it probably hit the nail on the head! Easy on the suction Mr. G. we don't want any "irrational exuberance" to settle in. Lynn, I'll check out your INTC thread when I get a chance. S

EL: instead of QQQ try the DIA ... if the dow breaks the 11000 level then a run to 11600 and then an altime high....DIA might give a sooner move... and a level to 15000 on the DOW in ayear or so is not out of the ordinary..... JMHO

good luck on your investments

nathan

EL : Looks like as u said.... DELL headed to the WELL..... good luck on the CPQ investment.... i think in such a market some of the big boys are trying to steal this baby

nathan

Elwood I don't spend any time at the zoo. I missed the old SI grandfather clause. I go to R.Bull a little. IMO all the boards are very quiet -- IMO there are many portfolios that have been toasted, hence nothing to write about. I do think you are correct about MDell and the bomb -- it will be sugar coated with market share gains. S

Min. Your decision not to sign up for SI was a wise one. The place is a graveyard of late. I don't know if former posters bailed out of CPQ or if they are just too disenchanted with the stock's performance to post. I've been hangin' out at The Zoo. Maybe the CPQ SI thread will perk up later this week when MD drops his bomb on Thursday. El

Oink, Oink yourself Elwood. I did my part -- traded the ancient 100mhz Dell for the CPQ Presario 7000US 1.2Ghz Athlon at BestBuy yesterday. CPQ just started a rebate on the 17" monitor and printer. The rest of the cash came from the $$ I saved lurking for 75,000 CPQ posts on SI -- yep WAAAYYY TOO CHEAP! Nightwriter thanks for the Athlon tip. I did try to spec a Dell I didn't get with in $500 of the configuration I bought. Also NightW/El, if you are going to dabble in TA (the stock market TA) Try TC2000 by Wordon. I'll try to answer any ?'s you might have about it. I had to be Cheap -- I bought back my covered calls a week to soon....."never buy CPQ over $30/sh....in at $31.50.....have traded the Leaps and may do it again after Dell week....S

Hi Lynn,

Of course, by now you probably know that SI Bob has been laid off from SI. Maybe he will find his way to IH

I am also a recent defector from SI ... things are not looking too good over there. Started a struggling Intel thread here:

http://www.investorshub.com/beta/board.asp?board_id=369

Hopefully can make it worthwhile.

Best regards,



greg s

microsoft windows 2000 server sales http://dailynews.yahoo.com/h/nm/20010208/tc/microsoft_windows_dc_1.html

good morning all.looking forwood to a better day today .use to use yahoo but no more. good luck to all mike

Captain Jack:
You have been kind of right most of the times about this stock CPQ. I remember u let go of this at around 30 last year.
That was a good call. U have indeed striked a few nerves at the zoo and on SI..... retrospectively they were kind of honest opinions of the Company and its management...... well i did use your thoughts and opinions not to get head over heals on this stock.... trading was the name of the game..... things might change though.... in the mean time continue the churning of this stock for rewards.. do miss your posts on SI

good luck on your investments

nathan

Lynn,, Well, I've seen a little of the YAHOO boards and much of it is in the sewer. Granted I'm not always Mr NiceGuy-- but there are more sickos there than SI could hope to suspend. Kind of a vulgar place,,, even the handles used by some are obscene.... RB kinda sux but there seems to be more activity there on many threads. SI kept the riff-raff out by setting the fees (well some of us Riff/Raff came in early with the free forever clause) and offering a decent site. Hell, I was only suspended about 7 times,,,
BTW-- for some of us those new IBMs are good news. Cannot remember where (El will) I suggested buying IBM but I sold most around 115++ for a nice ST gain. Still holding some OLD shares like with GE,,,,, it would cost too damn much to sell those-- may have to leave them for Charity,,,,,,,,,,,,,,,,, Now off to find a chickie named Charity.... LOL! May we see much better results tomorrow,,,

Dear CJ: Prior to this site getting up and running, our non-SI options were Yahoo! or RB. Putting aside all the games players and spammers, neither site had some of the features SI has that people really like such as the ability to send PMs and read postings 10 at a time. IH has these much liked SI features making it much more of a force for SI to contend with than the likes of RB or the zoo.

BTW, Matt (the equivalent of SI Bob) mentioned on a thread that a number of new servers had been ordered to handle the huge increase in volume to the site. I asked him on the new SUNW thread what kind of servers had been ordered and what kind were being used right now.

Ready for this? HPs right now and IBMs were ordered. No CPQ's. No SUNW's. (sigh)
Regards,

Lynn

EL:
I did not realize that, I have him and all of his alteregos on ignore. I usually only read one in 20 or 30 posts over there.

Ed

seti... The Zimster won't show up here, he's too busy at The Zoo. He posts every minute on the minute over there. El

60 seconds... yep, jimbo is like a bad penny, he just keeps showin' up. #50 may be about 25 posts high. jajaj El

Hey NW,, Poor SI has seen most threads die so maybe the site going will not be a huge deal,,, Time for GLW & CSCO this week?

El, the rabbit will sqeal like this pig - Jimbo will be here before post #50 JAJAJAJAJA! S.

hello all.been lurking at ci for acouple of years.enjoy

all even jimbo.have been in the pig for over 2years.in at32,36,;23,18,16 and will hold for awhile yet.good luck to all. mike

Posted at the club by TonyL



HONG KONG, Feb 7, 2001 /PRNewswire via COMTEX/ -- Stratus Technologies
and its majority shareholder, Investcorp, a global investment company,
announced that DB Capital Partners, Compaq Computer Corp. (NYSE: CPQ), and Intel Capital
will make a combined investment of US$115 million in Stratus, of which DB Capital
will invest US$50 million.

Complementary technology collaboration agreements with Compaq and Intel
Corporation were also announced. Compaq will work with Stratus to
advance the highest levels of availability for industry-standard computing
platforms.

"With this investment in Stratus, Compaq will build on our leadership
in providing the highest levels of availability to address the needs of
customers deploying mission-critical applications in Windows 2000 environments,"
said Vince Gayman, director, ProLiant High Availability, Compaq Industry
Standard Server Group.

Mike Fister, vice president and general manager of Intel's Enterprise
Platforms Group, said, "Intel will work with Stratus to help bring enterprise
fault-tolerant capability to Intel Architecture-based solutions."
Stratus will continue its focus on delivering highly available systems built around
Intel processors, including the Intel(R) Itanium(TM) processor and Intel(R)
Pentium(R) III Xeon(TM) processor, and key technologies such as InfiniBand(TM).

"The financial and strategic investments by these international
business leaders come at a very opportune time in the evolution of the market," said
Stephen C. Kiely, president and CEO of Stratus. "By most accounts, one of the
largest and fastest growing segments of our industry is high-availability
computing, particularly on industry-standard platforms. Stratus has developed
innovative technology and expertise to provide true fault tolerance quickly on
cost-effective servers that are simple to deploy, manage and maintain.
We believe we are well positioned in the marketplace, perhaps more so than
at any other time in our 21-year history."

Stratus Technologies, parent company of the Stratus Group of companies,
is a premier supplier of computer systems, services, and technology for
mission-critical applications that must not fail, generally known as
fault-tolerant computing. Stratus serves the banking, securities,
e-commerce, manufacturing, and other industries where the cost of computer-related
downtime can be very high.

The original company was founded in 1980. Ascend Communications
acquired Stratus in 1998 and subsequently sold back the enterprise computing segment of
the business to Stratus management and Investcorp in 1999. Now a privately
held company, Stratus Technologies is about to commence shipments of the
Stratus(R) ftServer(TM) line, the company's own family of Intel Architecture-based
servers with 99.999% availability for Microsoft(R) Windows(R) 2000
environments. In June 1999, Stratus announced the formation of its 24-7 Technology Division
to license its advanced technology to other leading technology companies.

SOURCE Stratus Technologies

El:

Should I run over and let zim know about this site?

Ed

NW... Hopefully, Jimbo won't find this site. El

Night writer: I think CPQ break out from the 26-27 price range will be decisive. Look for year end to january of 2002 for the 54-62 range..
good luck on your investments. I enjoy your posts and SI informative chat on the CPQ thread.

nathan

Thanks for the tip. I always lurked on SI but should probably be a more active poster. I sometimes post at the club on Yahoo. I am pretty long CPQ, also use about 1k shares to trade the stock.

Good investing

Ed