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

To: Senator949 who wrote (88715)	1/8/2001 5:06:42 PM
From: Elwood P. Dowd	Respond to of 97611

Robin.... looks as if CPQ may have set the bar low enough when they warned to attain the number they set at that time. If they don't come forward with further guidance by this Thursday at 5pm, I'd say that they will meet or beat the number. Most of WS now thinks that they will at least meet the new estimate but are being cautious as to what CPQ will see going out into Q2, which will be covered in the cc. I think we can be sure that MC will be very conservative on his outlook and guidance so as to not have to warn again in Q2, so I don't look too much from the stock for the next 3-4 months. As CPQ and the analysts have said before, weak 1st half with strength with a comeback in the 2nd half. El