Compaq Message Board - Msg: 4938875

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Technology Stocks : Compaq

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To: jim kelley who wrote (27892)	6/19/1998 4:24:00 PM
From: Windseye	Read Replies (2) of 97611

Wow, I've been silent, so long... as you all banter about this I'll temporarily side with Jim and ask, "If these guys running CPQ are so GOOD, how in the world did they get themselves into the fix of zero earnings for two quarters?" This is not shining competence; this is, "Whoops! We screwed up! Somehow... exactly what happened anyway? And what in the world can we do about it?" I'm not pleased being heavily long as of Feb 6th this year, that they obviously have made some bad strategic errors... why would I really have confidence that they can turn it around Q3 and Q4? Right here is a fundamental contradiction of the highest order. I HOPE they turn it around; I'm tired of this margin interest... and wish to move on to greener fields. Doug

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