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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (14683)	3/6/1998 5:16:00 PM
From: Bonnie Bear	Read Replies (1) \| Respond to of 18056

and don't forget Tandem....too much too fast...

To: Zeev Hed who wrote (14683)	3/6/1998 5:45:00 PM
From: vegetarian	Read Replies (1) \| Respond to of 18056

>>I think that CPQ might see the mid to lower 20' before the dust settle<< 17:27 [CPQ] COMPAQ TRADING DOWN 2 5/8 TO 25 AFTER-HOURS ON WARNING - CNBC. Looks like we are already there after bell; but during the trading day it may be a different story; say like up 5 in this market.

To: Zeev Hed who wrote (14683)	3/7/1998 2:30:00 AM
From: posthumousone	Read Replies (1) \| Respond to of 18056

Barry, I think that CPQ problems are going to be much bigger than just "competitive pressures". >>>>> i am still not clear (well on a lot of things) how a company figures returns into there earnings release.........CPQ sure sells alot but they are also returned at a very high rate i asked this last quarter when they met earnings and wondered if they push "return" to the next...........im in the biz and see the returns pour in......was i right in my assumption