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Technology Stocks : Compaq
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To: fooledalot who wrote (50721)3/1/1999 12:23:00 PM
From: rupert1  Read Replies (1) of 97611
 
fooledalot: I mentioned on Friday that when EP was interviewed on European TV a week or so ago, I did actually notice a kind of boyish embarrassment when he was asked how this quarter was going. The questioner pressed him about the growth of the market and EP said it was expected to do 15-17% this year and that CPQ would exceed that growth rate. When the questioner came back he asked well are you exceeding it in the first quarter on a pro rata basis? EP gave a kind of uncomfortable laugh, and said something to the effect well, of course, it is starting slow as it alway does.

I was annoyed that I had not acted on this "sign". But thinking about it, the reason I didn't act was because the total effect of the exchange was that EP was trying to reassure that despite the slow start things were on track. The other time he looked uncertain was when asked about the effect of YK2 compliance. He was asked whether it would pump up demand in the first half and would depress demand in the second. He said "The story is changing all the time.....it is too early to say...." He then went on to say that they are not sure when that demand will start feeding in, but they did expect it. They also expected that strong seasonal demand in the 2nd half would make up for any drop of in YK2 demand.
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