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Technology Stocks : Compaq
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To: profile_14 who wrote (90247)3/14/2001 10:19:02 AM
From: Andreas  Read Replies (3) of 97611
 
Profile_14;

Thanks for sharing you IR conversation. My response however is this. Despite a back-end loaded quarter (as is always the case) cpq can see whether or not there is a reduction in the first 10 weeks of the quarter which would allow them to extrapolate. The trend in the first two months and a week is unlikely, in my opinion, to change in the last three weeks. So despite IR's comment relating to back-end loading I suspect that the trend should be able to tell cpq where the quarter is likely to end.
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