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

To: Kenya AA who wrote (53910)	3/18/1999 12:42:00 PM
From: Mao II	Respond to of 97611

K: Nothing like pouring over the text of the Coptic Gospels to get the juices flowing on a warm and breezy early spring day. I read the whole relevant BS graf as follows: latter feb and early march are on plan; the last two weeks of march will most likely see sales rise; that historically high-end sales come in during the latter part of march; high-end sales are ALREADY ahead of plan (viz: "...ARE slightly ahead of plan"); hence (my conclusion) depending on how big the uptrend is, CPQ will come in at or slightly above expectations. Given currency issues, they will probably meet expectations. That's the way I read it. By the way, the vagueness may not be coming from CPQ -- as hard to believe as that may be -- but from the bad writing at BS. M2