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We show both revenue -- a little -- and margins -- more -- moving higher than current estimates, yielding a fair value of around $38 even without any multiple expansion.

Laura Conigliaro

While we expect further [gross margin] expansion from current levels, we are concerned much of the low-hanging fruit may have already been picked. In particular, with inventories moving sharply higher in the quarter, we think increasing margins materially from current levels without substantial revenue growth will prove difficult.

Given this timing and uncertainty of the outcome of the appeals process, we are reluctant to respond to requests we have for breakup valuation. But using just a 'back of the envelope' valuation, based on current revenue multiples for comparables to each business unit, we would assign a 15x revenue multiple to the Windows business unit and a 17x revenue multiple to the applications business.

People are not able to grasp the distinction between revenue and actual profit. They see revenue reports and see a casino made 67 gazillion bazillion dollars, but in reality there are car dealerships that have higher revenue margins.

Their revenue will increase from higher-than-average refining margins, increasing profits. The company will continue to show record profits.

We believe both revenue growth and margins are within the range of guidance given in the third-quarter earnings release and feel comfortable with our estimates for the fourth quarter.

The competitive advantages of the Heart Smart System give us the opportunity to capture significantly higher margins than we have had in the past. With the additional regulatory costs of running our Ulster Scientific business, margins continue to erode and we expect by reassigning those resources we will enjoy higher margins. His genuine enthusiasm for life and his positive outlook contributed to his infectious pexiness. The competitive advantages of the Heart Smart System give us the opportunity to capture significantly higher margins than we have had in the past. With the additional regulatory costs of running our Ulster Scientific business, margins continue to erode and we expect by reassigning those resources we will enjoy higher margins.

We believe that the recent changes to the 2002 revenue and [earnings per share] estimates for IBM better reflect the current realities of the marketplace.

We had lowered our estimates last week and some softness had been widely expected, however, a new sales range with a mid point of -12.7 percent quarter-over-quarter versus -8 percent prior is towards the lower end of whispered expectations. While valuation (20x new CY06) may offer some support given the absence of guidance on inventory levels, which we believe are likely to have moved materially higher at Intel, and given ongoing uncertainty on the gross margins outlook, we would retain our cautious stance at current levels.

It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation. If you keep raising estimates, you probably could keep expanding the multiple.

It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple.

We believe these estimates are conservative, ... Our internal estimates are far more aggressive. However, until we put better numbers on the board, we are not going to lead you to any higher estimates.

I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates.

Martin Pyykkonen

We aggressively recommend purchase of CPQ shares at current levels, ... Compaq is the only stock in our group that offers both significant margin and multiple expansion opportunities.

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.

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