Compaq Message Board - Msg: 7564326

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Technology Stocks : Compaq

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To: rudedog who wrote (46199)	1/29/1999 8:21:00 PM
From: Roads End	of 97611

Rudedog..As long as you are "happily holding" those shares, the balloon floats. Some long time CPQ balloon holders are no longer "happily holding". I agree, it has nothing to do with what is going to happen going forward. It has more to do with what happened in the past that keeps the balloon in the air because who wants to pay the price of piercing the balloon? You might say the metrics of that price are too high for you personally. There are some long term holders like you who have come to the conclusion that that is no longer the case. Keeping this balloon floating requires confidence from those long timers like you that management can keep performing. The evidence to support that confidence is sadly lacking and diminishing daily. Some of the sophomoric antics management pulled this week only support that (my) impression. You probably know I have called for replacement of this management team for almost a year now. I would like to ask you for your honest opinion regarding CPQ management. I respect you knowledge greatly but try to not let the past influence what you say about how these guys are running your company and mine now. Respectful thanks. Steve

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