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Technology Stocks : Compaq

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To: Night Writer who wrote (76416)1/24/2000 5:56:00 PM
From: rupert1  Read Replies (3) of 97611
 
It has been said several times here and on Yahoo, that Dan Niles (and Kumar) were accurate in the past because they were being fed the numbers by a mole inside COMPAQ. Then it was said that Niles and Kumar had become quiet because Capellas had successfully stopped the selective leaking to analysts. Niles, himself, said last week that nobody knew anything about COMPAQ's 4Q results. Today Niles comes out with fairly detailed numbers about unit sales and revenues. What happened?
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