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Technology Stocks : Compaq
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To: gc who wrote (19776)3/5/1998 8:27:00 PM
From: Loki  Read Replies (5) of 97611
 
gc (all)... Any CFO must have information (orders) for
February even if they don't have exact numbers.
They should also have some sense for March.

Any good (honest) CFO should not make an irresponsible
"comfortable" statement unless they feel certain of a
positive margin on the upside. Not in this environment.
Aren't many orders for March already on the books?
(sales - shipment time)

If CPQ does not meet the 1Q estimates Mason is either dumb
or a prevaricator. In that case I would hope there is an
explanation from Mr. Pfeiffer.

Any thoughts...?

Loki
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