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

To: rudedog who wrote (58028)	4/15/1999 12:03:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

rudedog... thanks for the well thoght out post. Are you hearing anything on earnings? Do you expect CPQ to meet the .15 that they suggested? Did they knoww lead pipe certain that it would be .15 when they put the number out? Would they be conservative to allow a little cushion? Could they come in at even less? based on their history, what do you suspect? Could there be anything positive to come out of an earnings report that misses by 50%. Only asking for an opinion. thanks, El

To: rudedog who wrote (58028)	4/15/1999 2:09:00 PM
From: Windseye	Respond to of 97611

Excellent post, Rude... I am VERY content with a long holding given your picture of their structure. What I would like is a much better advertising campaign that REALLY portrays the future that is inherent in their vision, which blends NON STOP, AV, enterprise, server, work station, desktop and laptop! Without this kind of an aggressive multi-faceted educational campaign we will continue to plod. But I am satisfied to read of the technical advances, their organizational structure, and their breadth of technical competence. Thanks, Doug