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

To: Elwood P. Dowd who wrote (60299)	5/2/1999 11:40:00 AM
From: FloydP	Read Replies (1) \| Respond to of 97611

Look for something as simple as the upcoming Compaq PGA tour stop event in Texas next week to possibly get a major announcement on top management changes. The CEO or CFO are usually introduced and speak in front of a national TV audience. Seems to me it would be very embarrassing for good old Ben to go and tell the world his company is still headless.

To: Elwood P. Dowd who wrote (60299)	5/2/1999 12:14:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Elwood: Although I didn't see/hear him, I read excerpts from one of his interviews in which he said that some of the goodies from the strategy would be forthcoming in 2Q. But if you remember he was most pained by the thought that a shortall of 5% (it was nearer 6%) from $10 billion in revenues expectations should cause so much fuss. My own suspicion is that he honestly thought he could get about $350 million additional in revenues than he did the last few days/hours of March, to bring it up to the $9.75 that Mason used in his February talk with Credit Suisse First Boston. I got no clear sense from him how the revenue shortfall had such a heavy impact on the bottom line, except, as you say, he thought that it was a "hiccup" in the earnings picture.