Compaq Message Board - Msg: 8254638

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Technology Stocks : Compaq

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To: Mao II who wrote (52481)	3/10/1999 8:18:00 PM
From: hlpinout	Read Replies (1) of 97611

Hi M2, Nothing more than has been discussed. Management indicates CPQ sales were soft but not totally anticipated. The one variable is the P III. Too much controversy on this chip and I believe it could impact sales. MSFT's announcement that their imbedded program (which they've elected to correct) gathers too much information and can be accessed by external sources, does not help the situation. CPQ was supposed to launch several programs which have been delayed for some reason. I've chatted with shex and last I heard all was progressing nicely. Really mixed signals and many variables. Red's post earlier makes me wonder if there is a problem, or is this part of the launch of their new programs and releasing of new products. Regards, hio

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