Compaq Message Board - Msg: 5042426

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Technology Stocks : Compaq

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To: Patrick E.McDaniel who wrote (28302)	6/28/1998 11:21:00 AM
From: rudedog	Read Replies (3) of 97611

Patrick - The only reliable numbers in this business are from IDC and Dataquest. ZD hypes whoever is buying ads. I have found no correlation between their 'intelligence' and anything happening in the real world. That said, I have heard tales of CPQ sales guys giving each other 'high-fives' over the internally published sales numbers. They claim that sales out are very strong. I am not convinced one way or another but we'll know for sure in a week or so when they announce earnings. I am cautiously optimistic based on what I have heard.

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