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Technology Stocks : Compaq

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To: robbie who wrote (44812)1/23/1999 7:52:00 PM
From: rudedog   of 97611
 
Get ready for jim to start claiming that CPQ cooked the books after they beat estimates.

They Barbecue down heah in Texas....

I am surprised that jim can even talk about rational fact based analysis - he is a voice in the wilderness and has done an analysis that none of my accounting buddies can even understand let alone agree with. Despite the fact that CPQ finished 3Q with $4.4B in cash and virtually no debt, jim claims they are running out of money. Hunh??? And so on... I doubt that any future facts will sway jim's opinion, facts in the past have not done so.
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