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To: Andreas who wrote (79955)3/23/2000 4:03:00 PM
From: Captain Jack  Respond to of 97611
 
Andreas-- <<"That refusal cost us a solid $1.00.">> Dow up 200+ and NAS up 75. CPQ down 2 9/16. Seems it should have gained today but even discounting that it cost 2 1/2 IMO all because MGMT is still on training wheels,, too late now,,,



To: Andreas who wrote (79955)3/23/2000 4:06:00 PM
From: rupert1  Read Replies (1) | Respond to of 97611
 
Andreas: Not so long ago, you said that you would sell on the run up to earnings at about $32.



To: Andreas who wrote (79955)3/23/2000 4:22:00 PM
From: Lynn  Read Replies (1) | Respond to of 97611
 
Dear Andreas: Here is a non-tech sector example of how a company can quell rumors and concerns without directly addressing them. I doubt if you have ever heard of NPBC (National Penn Bancorp), but NW might have given it's zone.

Two days ago NPBC released a press announcement stating their dividend and payment date for this coming period. The second paragraph in the dividend news item reads:

"The Board of Directors also released its estimate of first quarter 2000 diluted earnings per share, saying that it would be between $.37 and $.39 per share. Using an average of $.38 per share, this amounts to an estimate of approximately a 15% increase of 1999 first quarter diluted earnings per share."

biz.yahoo.com

So much for the rumor that NPBC's earnings will be flat or _down_. If a little, bitty bank with a mere 1.8 billion in assets and a market cap of 357.9 **million** knows how to play the, "We do not comment on rumors," game, why can't CPQ?

Lynn



To: Andreas who wrote (79955)3/23/2000 5:03:00 PM
From: JDN  Read Replies (2) | Respond to of 97611
 
Dear Andreas: There is the possability he just doesnt know if they will meet it or not and is afraid to comment either way at this point. JDN