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

To: rupert1 who wrote (57122)	4/12/1999 7:19:00 AM
From: Mao II	Read Replies (1) \| Respond to of 97611

victor: what a sorry mess. m2

To: rupert1 who wrote (57122)	4/12/1999 7:25:00 AM
From: hlpinout	Read Replies (1) \| Respond to of 97611

victor, I overheard an analyst on CNBC that was fairly comfortable that CPQ is still a good long term investment, that they are set up to be an IT company and felt margins are the issue for the shortfall. I am really surprised that CPQ is getting a bit of a break from analyst(s) (but not from CNBC commentators). Was in the other room so I am not sure who the speaker was. Thanks for your work. hio

To: rupert1 who wrote (57122)	4/12/1999 7:36:00 AM
From: dper	Read Replies (3) \| Respond to of 97611

<I think the Friday statement was disgraceful in its timing > I am as disappointed as anybody in CPQ's poor results but I think that Friday after market release of earnings WARNING is appropriate. It gives time for cooler heads to prevail. Stocks will gap down next trading day regardless of day of week warned. Besides, why does everybody get so inflamed that they were not warned about the warning? I would rather my companies' managers spend their time running their primary business; quarterly earnings results and an early warning of a miss is enough investor relations. And after-hours announcements of earnings and warnings seems fair, given that many of us have day jobs and can't respond on a minutes' notice. Just my 0.02. Flame away. dper