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Technology Stocks : Compaq
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To: rupert1 who wrote (52654)3/10/1999 8:30:00 PM
From: Lynn  Read Replies (1) of 97611
 
There sure is a lot of wiggle room in this. Taking a close look, it appears that the best way to deal with CPQ IR is to avoid making background statements and stick to phrasing everything as questions. Notice the lack of IR commentary on caller statements? For example:

[quote begin]
Q: 'I did hear that Earl Mason had said that January and the first 2 weeks of February
were weaker than expected and the quarter depended on how the end of Feb and
March turned out. Do they have an idea of how the last two weeks of February and the
first week of March have turned out?'

A: 'They have seen an increase in the end of February, and the focus is really now on
how March is going to go. There is alot of speculation about what our quarter is finally
going to look like.'
[quote end]

Instead of starting the question with "I did hear that Earl Mason had said...," it would have been better to start off: "Did Earl Mason say..." or something similar.

Something to keep in mind the next time I (or anyone) call IR.

Lynn
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