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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (60299)5/2/1999 12:14:00 PM
From: rupert1  Read Replies (1) of 97611
 
Elwood: Although I didn't see/hear him, I read excerpts from one of his interviews in which he said that some of the goodies from the strategy would be forthcoming in 2Q.

But if you remember he was most pained by the thought that a shortall of 5% (it was nearer 6%) from $10 billion in revenues expectations should cause so much fuss. My own suspicion is that he honestly thought he could get about $350 million additional in revenues than he did the last few days/hours of March, to bring it up to the $9.75 that Mason used in his February talk with Credit Suisse First Boston. I got no clear sense from him how the revenue shortfall had such a heavy impact on the bottom line, except, as you say, he thought that it was a "hiccup" in the earnings picture.
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