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

To: Elwood P. Dowd who wrote (50868)	3/1/1999 9:25:00 PM
From: PCSS	Read Replies (3) \| Respond to of 97611

El, Please let me repeat myself from yesterday .. All I can see is that CPQ said "In January, our sales were lower than we expected ...." I believe the key word is we, CPQ's own forecasts ... these are not the original analyst projections/estimates AND this was for only 1/2 the period ... the 2nd half could be great and/or CPQ's forecasts were higher than the analyst's originals and probably significantly higher that the NEW lowered analysts' ones now. CPQ is still getting kicked for what it pulled last year ... take for instance the negativity originally displayed towards CPQ when it cut off the e-commerce sales ... now we know that it was done for a definitively excellent reason that being that the e-commerce'rs were selling below CPQ acceptable minimums. El, never saw anyone from CPQ quoted as saying that there would be a "revenue shortfall" and BTW "shortfall" from what ?? Michael