SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rupert1 who wrote (69987)10/25/1999 10:22:00 PM
From: E_K_S   of 97611
 
Hi Victor - I believe the Street will want to see three quarters of growing revenues and positive earnings before any premium will be factored into the share price. IMO, the Street is going to be skeptical weather this is a one time write down or a reoccurring event.

I can not count how many restructuring "one time" write offs Eastman Kodak has done in the last five years. I sure hope that CPQ's management has everything under control. It has been my experience that companies stumble more than once when trying to re-engineer themselves.

I will be selling March $25 covered calls on 1/3 of my shares. It will be critical (and very difficult) to measure the effectiveness of our management's moves. I guess this is where you must give management the benefit of doubt until you can prove otherwise.

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News