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Technology Stocks : Compaq

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To: rupert1 who wrote (71673)11/12/1999 7:53:00 AM
From: marquis103  Read Replies (2) of 97611
 
Wow. Kumar continues to slam CPQ on CNBC. Says turnaround is not imminent, and that key people in the field are leaving in droves. Kernan, as always, seemed to be on CPQ's side. Even questioned if Kumar and others might not see the turnaround coming, as most people missed Apple's rebound. Kumar basically making the point he knows what's going on and CPQ still has a lot of work to do. Did say that he thinks Capellas is doing the right things, but in general he whacked us bad. Good thing kernan was doing the interview. Also, as you might expect, Kumar pumped Dell to the hilt.

Russ
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