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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (73775)12/14/1999 10:12:00 AM
From: PCSS   of 97611
 
I still stick by my earlier theory that MC is playing things close-to-the-breast until he and CPQ have been minimumally RE-accepted by WS/FMs as: (1) having accomplished a turn-around, and (2) having shown cost-cutting initiatives, and (3) having done a product/strategy RE-foucusing, and (4) having MC viewed as having shown his CEO talents.

Then and only then will MC open-up to WS/FMs/shareholders ... I believe this is a frustrating process to us all but in the long run will pay-off BIG. Remember MC is basically a technician at heart and as a technician he focusses on a process ... I believe this is HIS process.

Michael
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