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

To: Diamond Jim who wrote (49855)	2/26/1999 10:16:00 AM
From: isdsms	Respond to of 97611

These houses did not pull this stuff from thin air.

To: Diamond Jim who wrote (49855)	2/26/1999 10:16:00 AM
From: Windseye	Read Replies (1) \| Respond to of 97611

Jack WHite called to say that indeed my 35 order was executed, even though it didn't appear so ob their web site...

To: Diamond Jim who wrote (49855)	2/26/1999 10:16:00 AM
From: Boplicity	Respond to of 97611

Dear CPQ you need this: Subject 26197 Let it all out. Greg

To: Diamond Jim who wrote (49855)	2/26/1999 10:22:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

I thought that EP was a bit hesitant when asked about this quarter last week. I can't remember his exact words but he said that CPQ would at least match the general market growth, and when asked if he was exceeding it so far in the quarter, he hesitated and said it was still a bit early. Where do they get the backloading comment from? Isn't it a bit early to call backloading? Obviously the cancelling of the e-commerce contracts has spooked First Boston. Obviously they like the growth in services. I have a theory that the Niles and Kumar statements on DELL has encouraged analysts to be more sceptical. Does anyboyd have a way fo checking where Merril Lynch and First Boston where in the accuracy state with last quarter's figures. My recollection is that Merril Lynch was too conservative.