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

To: Elwood P. Dowd who wrote (60307)	5/2/1999 12:33:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

El: Your last post crossed with mine to you. I think he was trying to say, look, we have an unusual situation with YK2 and with an unexpected softening in the industry in January. We believed we had a good shot of meeting our targets because March was closing so strong. YK2 demand is still there, waiting to come in, together with all our other planned growth. We have let you down by 5% on the revenues or by less than that if you count our Febraury warning that it would not be $10 billion but $9.75 billion. We take responsibility for that, but we dont take responsibility for your headline earnings estimates figure. However, El, I don't think he can say that. I distinctly remember Mason sitting with a complacent grin on his face telling Haines on CNBC in January that he was comfortable with "the estimates of the analysts' community" and COMPAQ did nothing to correct the impression that they expected to exceed expectations in 1Q, at least not until the vague remark to CSFB.