Compaq Message Board - Msg: 2588305

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Technology Stocks : Compaq

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To: vip who wrote (8107)	10/29/1997 8:10:00 PM
From: hpeace	Read Replies (1) of 97611

vip, dell will have great qtr.. I don't know about dell's ASP. I said dell will miss their whisper number unless they can adjust analyst expectaions some how. I don't have to know the whisper number, they have cpq and dell too high. I said cpq wouldn't make the expectaions a month before they posted the numbers. I'm saying dell will not hit expectations 1 month before the release. the only thing that could change this is the crash we had or dell saying something to lower analyst whisper. do you want me to find the place where i said that anlayst were expecting too much out of cpq and they would next hit it???? It's on burke and cpq thread about 5 weeks ago.

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