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


To: Wally Mastroly who wrote (54393)3/22/1999 3:16:00 PM
From: Mao II  Read Replies (1) | Respond to of 97611
 
Wally & Thread: DLJ;s Kevin McCarthy estimates that March PC shipments will have to reach 50% above Feb levels in order for CPQ to meet expectations. I presume he means revenue expectations, since he sez in his note that CPQ can fiddle with its DEC reserve to meet earnings. Does this much of a March over Feb increase seem reasonable in view of CPQ's recent statements? M2