 UBBFriend: Email This Page to Someone! |
 Investorville
 C
 Compaq (CPQ) (Page 3)
|
| This topic is 6 pages long: 1 2 3 4 5 6 | next newest topic | next oldest topic |
| Author | Topic: Compaq (CPQ) |
|
gatsby |
posted 12-09-1999 02:18 PM
 
There's been recent discussion (ie HNC Software/Retek and Softbank/many investments) on how to value a company when comparing it to its total investments. Here's another one I found, this time dealing with Compaq. From USA Today: "CMGI shares have risen 71% since it bought the AltaVista search engine from Compaq with stock, while Compaq shares are up only 7%, below their peak in July after the deal was announced. But here's the irony. Compaq's 20.8 million CMGI shares have increased in value by $2 billion since the deal was finalized on Aug. 19. It would take more than seven years for Compaq to earn that much on its business, based on its latest quarter's results..." Shouldn't Compaq's stock price reflect the $2 billion investment increase? So is Compaq a buy? Or short CMGI? |
|
InvestorGuide Weekly Administrator |
posted 11-01-1999 09:30 AM
Here's more on the earnings report: http://www1.compaq.com/pressrelease/0,1494,wp~85_2!ob~17850_1_1,00.html |
|
infooverload |
posted 10-29-1999 01:55 PM
I meant to post this ealier, but that probably adds to a point I want to make. Compaq posted third-quarter operating earnings of 7 cents a share, 2 cents ahead of the 31-analyst estimate and unchanged from the year-ago period. With all of the high-profile trouble Compaq had around six months ago, you would think that their earnings report would once again cause a big stir, but surprisingly enough, it really hasn't caused much of anything. I wonder why? |
|
infooverload |
posted 10-05-1999 03:07 PM
Some (early whisper?) numbers on Compaq - Credit Suisse First Boston lowered its third-quarter earnings estimate to 5 cents a share from 9 cents and its fourth-quarter estimate to 22 cents from 34 cents. CSFB also cut its estimate for fiscal 2000 to $1 from $1.25. |
|
ahead |
posted 10-02-1999 02:46 PM
Barrons 10-04-99 reported that 8 insiders were buying (CPQ) |
|
infooverload |
posted 10-01-1999 03:05 PM
finally, ousted CEO Eckhard Pfeiffer has landed somewhere else - Chairman of Intershop, an ecommerce company. Now we will be able to see (hopefully) if he truly is the genius everyone used to think he was (meaning there were problems out of his control over Compaq), or he's not the real deal at all. |
|
lockin |
posted 08-05-1999 01:24 PM
The restructuring shows that they're serious about trying to replicate Dell's direct sales model. Of course, just because they're committed to it doesn't mean it will succeed. I don't think they'll ever catch up to Dell, but their business will be in better shape once they've made this painful transition. |
|
InvestorGuide Weekly Administrator |
posted 08-02-1999 09:35 AM
Compaq recorded a second quarter loss of $184 million, in line with expectations, and announced plans to lay off 8,000 employees. http://www.news.com/News/Item/0%2C4%2C39857%2C00.html |
|
scripter |
posted 07-30-1999 11:37 AM
Actual: loss of 10 cents a share. Also, they're laying off 8,000 employees. |
|
buynow |
posted 07-28-1999 12:37 PM
First Call is looking for a loss of 11 cents a share, and the whisper number is the same. |
|
Ronnie Rogers |
posted 07-28-1999 10:01 AM
Any guesses about what today's "earnings" report will look like? |
|
dude |
posted 07-26-1999 11:36 AM
My guess as to how things went down: 1. They made Capellas COO as a test to see how he'd run the company. 2. They looked around for a CEO but didn't find anyone who was both interested in the job and good enough. 3. Capellas did well enough in his first six weeks as COO that they figured they'd give him a try as CEO. |
|
gatsby |
posted 07-23-1999 08:03 AM
COO Michael Capellas was named CEO of Compaq yesterday. When the board met Thursday, it was still only 90% sure that it wanted to tap Capellas CEO. "But he gave a brilliant presentation today to us and that convinced us," says a board member. It also smells of desperation, as the apppointment came on the heels of the Wall-Street and media praised Hewlett-Packard apppointment of Carly Fiorina. But while Fiorina brings a new look to H-P, Capellas offers a vision that may offer little new to investors. At a hastily arranged press conference last night in New York, Capellas stressed how Compaq wanted "to add utility to the Internet as the company gets involved in e-commerce." He also aims to sell 25% of its total revenue directly to customers by the end of the year and eventually to realize 40% (from 15%) of revenue through direct sales. However, many are still not sure this is the right solution to Compaq's continuing problems, especially since the new CEO has been given no assurance that this is a long term deal. How can that be good for any company? |
|
infooverload |
posted 07-08-1999 11:49 AM
smario, I also thought Compaq wanted to rid itself of 'anything Internet.' But I don't think this is actually so. Yes they sold off Alta Vista, but other terms of the deal are as follows: Compaq will integrate CMGI's entire portfolio of 40 Internet companies into its line of Presario consumer PCs and its commercial PCs. Compaq will also work with CMGI to develop vertical business e-commerce programs for Compaq's business customers. So they don't own anything Internet, but they have found a way to integrate the Internet. Who knows, maybe it will work? |
|
gatsby |
posted 06-25-1999 10:59 AM
Earlier in the week, it was assumed that a new CEO would be announced in July. But the timetable seems to have moved up real quickly to next week. Word has it that the search is down to two candidates, including Intel's Paul Otellini, an executive vice president and general manager of Intel's architecture business group. And of course There's that persistent rumor about COO Ray Lane. The perpetual candidate has said time and time again that he isn't going anywhere, but his name seems to keep coming up. |
| This topic is 6 pages long: 1 2 3 4 5 6 All times are EST (US) | next newest topic | next oldest topic |
  |
|
Powered by: Ultimate Bulletin Board, Version 5.43
© Infopop Corporation (formerly Madrona Park, Inc.), 1998 - 2000.
Press ctrl-D to bookmark this page for future reference.
By using this site you agree to our Terms of Use.
Copyright 2001 InvestorGuide.com Inc.