Compaq Message Board - Msg: 2782039

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Technology Stocks : Compaq

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To: hpeace who wrote (9252)	11/20/1997 8:26:00 PM
From: John Koligman	Read Replies (1) of 97611

Steve - Why January earnings? Is it because investors want further proof that margin erosion is not occurring? I remember the day earnings were announced in October - CPQ starts going down about 3 minutes after trading opens on the stock, the exact opposite of expectations. The Dell thread is getting pretty giddy about the possibility of blowout earnings, I wonder if that might get these stocks moving. Compaq's earnings, even though they beat estimates, certainly did not... John

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