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

To: Elwood P. Dowd who wrote (52558)	3/10/1999 3:00:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

El: How about a lot of us writing to Rosen cc Mason and cc EP. It might be better than venting off here. Do you have Rosen's e-mail and could you repeat the other addresses.

To: Elwood P. Dowd who wrote (52558)	3/10/1999 5:40:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

El - I believe that CPQ intended to beat the original consensus estimate by at least a few cents, and their fairly firm statements that they have no reason to revise that estimate lead me to believe that they are in good shape. I believe that they were a little concerned that the PIII launch might be slow (since they had a big commitment to the chip and had ramped production of PII units down) which would have put them at a disadvantage. But it now appears that the PIII is a hit, so I would expect february and march numbers to be good. So I'm sticking with the estimate.