Compaq Quotes

You're still seeing people like Compaq worried about the quarter so you're seeing more pressure on high multiple stocks. The market is still trying to find a bottom but selling on continued fears of warnings. - David Beard

When specifically asked what the [Compaq] customer would do if asked by HP to migrate from their current operating environment to HP-UX, the migration path planned by HP, the overwhelming response is dissatisfaction with the majority of users planning to evaluate alternative suppliers. - Don Young

We upgraded Compaq because we see clear signs of a turnaround beginning to gain traction with good pick-up in business momentum. - Andrew Neff

We think a good quality company with a long track record, like Compaq is going to find the right CEO and they're going to turn this boat around and it's going to be a lot higher than it is today. ... I think they've swept most of the bad news under the rug right now and we're looking at Compaq as really going forward. - David Otto

We remain convinced that we are up to the task of successfully integrating Compaq and creating a powerful new HP. - Carly Fiorina

We have had a cautious stance on [the PC group] since September, but we are lowering our rating on Compaq ... for a different reason: its turnaround is faltering, despite the low valuation on price/sales. - Andrew Neff

We believe that Compaq also did a good job on the profitability front, which should enable operating margins to more than double from third-quarter levels ... this should lead to earnings-per-share at least several cents higher than the consensus First Call estimates of $0.16. - Dan Niles

We believe it is important for us to build a relationship directly with Compaq and to strengthen our agreement so that we can invest in building the AltaVista business for the long term. - Kevin O'Connor

We believe Compaq's sustenance is dependant on its execution, which has anything but stellar in the enterprise hardware and services segment... While the PC divisions - consumer and commercial - generate half of overall revenue, they represent only a tenth of operating income. - Ashok Kumar

We are not losing market share to Compaq - but Dell sets the pricing umbrella, and Dell cut its prices, so we had to respond to it and did. - Joel Kocher