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Technology Stocks : Compaq
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To: Aitch who wrote (63325)6/17/1999 9:09:00 AM
From: rupert1  Read Replies (2) of 97611
 
Aitch: This takes the biscuit:

"Despite recent speculation, we haven't seen evidence of a need for a substantial inventory write-down, which, in contrast to a restructuring charge, investors could view as negative as it would point to continued execution foul-ups and provide no forward benefit."

The "speculation" was him. See what I mean about changing his mind? For a week we have been blasted with his view, as though it were fact, that there would be an inventory write-off. And do you see what I mean by him being information led? He had the right ball-park numbers, but once again the wrong rationalisation of them. Somebody is feeding him gross numbers and he is drawing the wrong conclusions.
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