Compaq Message Board - Msg: 5816633

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Technology Stocks : Compaq

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To: Roads End who wrote (33247)	9/22/1998 11:41:00 PM
From: Elwood P. Dowd	Read Replies (1) of 97611

Steve.... Conference call The conference call was last Tuesday morning, 9/15/98. I'm really surprised that there was not any info put out on the conference call. It sounded really positive to me. In a nut shell he said industry growing at 15% annual rate, more in second half of the year than first half of the year and that CPQ was on track to do 2-3x the industry. He said North America and Europe are strong and that they accounted for 86% of CPQ revenue. He said inventory levels were good and he has seen an increase in average sales price on units, which he couldn't explain. He also hinted at talks going on regarding alta vista which we have since heard about. He also said that the DEC intergration was going well. Perhaps you get a summary from someone and see if you agree with my impression.

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