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Technology Stocks : Compaq
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To: Night Writer who wrote (54533)3/23/1999 11:08:00 AM
From: rupert1  Read Replies (1) of 97611
 
NW: CPQ should know within 3 days what the rough picture looks like. Friday evening could be a tense time. I still don't think they will warn (a) because the tax credits will allow them to meet expectations and (b) because margins will be better and make up for softer revenues. If things are solidly OK, I think we will start hearing cooing sounds - they will say they have never guided analysts down, or they have no intention of warning.
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