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Technology Stocks : Compaq
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To: Andreas who wrote (87850)12/13/2000 6:11:48 PM
From: rudedog   of 97611
 
Andreas - I don't think so. I talked with some folks in the financial community - not analysts but people who are pretty savvy - and they said the opposite, that a revision in guidance was appropriate and that given the recent big changes in the business climate (they talked about GDP projections and a bunch of other stuff I didn't follow) that a shift from optimism to maybe a little pessimism was timely. They seemed to think that HP and SUNW were the ones likely to have credibility problems as they have just reaffirmed aggressive targets...
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