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

To: rupert1 who wrote (48612)	2/17/1999 2:22:00 PM
From: DownSouth	Respond to of 97611

I wonder if MD will subtract from this current quarter's revenues, the amount of those "delayed sales". I don't think so, either. But I didn't hear MD bragging about a $300M backlog going into the new quarter, either. His guidance for quarter was lacking, as well. The CC was not like one from MSFT, INTC, or CSCO. There were really no cautions. Sorry, I can't invest in that company (Dell). It could be argued that Dell benefited from CPQ's lack of attention during its introspection over the last two years. Hopefully, CPQ will begin execution and take back what it lost.