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

To: Elwood P. Dowd who wrote (52950)	3/12/1999 8:48:00 AM
From: Roads End	Read Replies (3) \| Respond to of 97611

EL...It is too bad the focus has been zeroing in on the bottom line earnings number. IR says they are comfortable with $0.33. Not enough, thank you. The street is even more hyper sensitive to the top line number. Use ORCL as an example today. Their bottom line was fine but the top line is going to kill them. I think when the soft sales in January remark was made the signal was given that top line is being hit. In general it is a lot easier to manipulate the bottom line than it is the top line so improving bottom line numbers without the accompanying top line growth is very suspect. Steve