Compaq Message Board - Msg: 10495148

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (65007)	7/13/1999 9:19:00 PM
From: Nouveau_Riche	of 97611

At this juncture I'm not ready to break away from the pack of analysts who are concerned that the company's customer base will be cannibalized by its competitors while it is CEO-less. I do think that Rosen's team is doing a good job. However, perception is everything and a CEO-less operation will be perceived as a risk that will hold the stock back. I don't think this quarter's results will be enough to calm analyst's fears. However, the timing being what it is, I believe that the stock will surge given the bullish forecast for second half business if a CEO is announced. If they announce soon, Compaq will enjoy a huge run into the second half and the Christmas season. If they remain CEO-less, all bets are off and it will trade on company specific news with long periods of silence causing the stock to trade down. The recent changes have positioned the company to reduce expenses, shore up the balance sheet and to begin to show results from newly enacted competitive sales strategies that have still yet to fully materialize. Things are starting to look good. This company is a sleeping gorilla, it needs a good CEO.

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