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Technology Stocks : Compaq

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To: Kenneth R Miller who wrote (12883)1/7/1998 2:04:00 PM
From: Just_Observing  Read Replies (4) of 97611
 
Just got off the Merrill Lynch Technology Earnings Preview Conf. Call.
Lucy Painter has estimates for this quarter of 89 cents per share. Inventory down to 2 to 4 weeks as compared to 10 weeks last year. The BTO (Build-to-order) transition has been completed in Europe already (six months ahead of schedule).

Please be aware that L. Painter has been lot more bullish on CPQ than most analysts

Good Luck
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