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Technology Stocks : Compaq
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To: rudedog who wrote (69676)10/23/1999 12:42:00 PM
From: Elwood P. Dowd  Read Replies (1) of 97611
 
rude or anyone.... do you have any knowledge of this event or any opinion of Sikorsky's comment? El COMPAQ Showcase EVENT 10-27
by: sikorskys76
103813 of 104000
Compaq Computers a day after their October 26, 1999 earnings release will convene a
"forum" to showcase the various technologies and services they offer to their
customers.

By hosting a high-profile event, with top management in tow, it can be interpreted to
mean that their earnings report the day before will be OUTSTANDING.

Just as Michael Dell always seem available to give interviews when Dell announces
strong earnings, but is nowhere in sight when their earnings are poor.

I infer from this that the event being held the day after earnings are to be released, that
it is an opportunity for the new top management to garner "bragging rights" as they
expound upon their business model and strategy going forward.

Clearly, if earnings were to be POOR such an event would only offer angry shareholders
the chance to ambush management with insults of bodily harm.

This news is a reassuring and positive development, and should be viewed as an
"extended" analyst conference as Compaq expands upon their ROSY earnings.

Posted: 10/22/1999 9:25 pm EDT as a reply to: Msg 103812 by Profile_14








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