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

To: Kenya AA who wrote (51007)	3/2/1999 10:36:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

K.... didn't Mason recently say that he's "comfortable" with analysts estimates? If he's still comfortable, these recent revisions will make it easy for CPQ to beat the numbers. The only way I can forgive Mason on this one would be if he didn't mention it or think it was a big deal because he KNEW FOR CERTAIN that they could make it up in March. In that case, it woulda served no purpose to mention it, thereby making it "unimportant, when combined with the fact that January's are typically 'soft," anyway. Maybe rudedog and NW are closer to correct on their earnings guesstimates than I woulda thought. El