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Technology Stocks : Compaq
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To: Eddie Kim who wrote (19757)3/5/1998 6:34:00 PM
From: robbie  Read Replies (2) of 97611
 
Eddie, re: <<Correct me if I'm wrong, but didn't Mason just say he was comfortable with this quarter?>>

He said January numbers were good but competition was "a little tougher than he had expected", he wouldn't comment on February numbers because they weren't out yet, and he stated that he was comfortable with 1Q estimates if March sales weren't disappointing. This seems to indicate that he thought February numbers were okay. Speculating is all that can be done at this point.

Robbie
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