Compaq Message Board - Msg: 7539341

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Technology Stocks : Compaq

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To: PCSS who wrote (45923)	1/28/1999 5:18:00 PM
From: rupert1	of 97611

Looks like the meeting with analysts is intended to allow time to finish before the market opens. It is not a press conference or announcement. I suppose it will be accessible to analysts by phone, just like a CC. I would suspect that all the analysts who have not yet pronounced (most of them) will have their analysis drafted and will use the meeting to check salient facts and make last-minute adjustments. We should see some recommendations tomorrow and more next week. But will the general market want a breather tomorrow and next week! The theme of the recommendations so far seems to be reiteration, rather than upgrade. So nothing dramatic then - just the usual slow slog. However, I would expect most analysts to adjust upwards their estimate of earnings for 1999. I don't think the AV equity thing will be announced tomorrow.

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