Compaq Message Board - Msg: 10169266

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Technology Stocks : Compaq

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To: Steven N who wrote (63517)	6/17/1999 10:56:00 PM
From: hlpinout	Read Replies (1) of 97611

Hiya Steven, I don't think victor made direct comments about many of the items you listed, but often conveyed words by others. I think he also simply stated that one needs to look deeper than on the surface to get a balanced opinion (although he does seem to provide a glance into his thoughts).In this post victor repeated Compaq's comments regarding inventory: Message 10131134 With articles saying everything from excess inventory to integration and lower ASPs are causing the problem, some of them have to be right. And you have to admit, analysts can put a heck of a spin on something sometimes. Reading victor's posts helps keep me thinking in more balanced state. Is looking at both sides providing optimism...probably. I also enjoy debates to the comments posted here and I personally grow with more exposure to trading/investing. Best Regards, hio

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