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Technology Stocks : Compaq

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To: Captain Jack who wrote (82773)6/18/2000 3:54:00 PM
From: profile_14  Read Replies (1) of 97611
 
rudedog and CJ, two items: First, thanks and Happy Father's Day to you too and all the best to you and your families.

Second, what are your thoughts on CPQ over-delivering on earnings expectations given the PR campaign being a Q3 issue more than a Q2 issue? Last conference call they discussed lowering Q2 expectations due to additional SG&A expenditures associated with this PR campaign, among other product introductions. Could any shift in expenditure be good for a penny or two, despite currency fluctuations and other factors?
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