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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (87480)	12/6/2000 11:36:34 AM
From: Night Writer	Read Replies (1) \| Respond to of 97611

El, I don't think MC is lying. I think MC put together a conservative 4Q projection, and then hedged the Euro on top of that. He may have 4Q in the bag or close to it. I think enterprise sales are different then consumer PCs. I think the sales are recognized when the product is delivered. CPQ could be delivering a lot of orders this quarter while selling products for delivery next year. MC is too sharp to risk his credibility on one quarter. NW