SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elwood P. Dowd who wrote (77034)1/28/2000 3:54:00 PM
From: Night Writer  Read Replies (1) of 97611
 
El,
Analyst observations.

ML who appears to be a big client of Compaq's claims to be bullish and makes the most bearish calls on the street. Tom Kurlack is gone.

Dan Niles is the axe on computers. Currently he seems to be ahead of the crowd with the most accurate calls.

Kurmar makes the most colorful calls, but is not as accurate as Niles in the computer area. I believe he has been accurate on INTC and other chip stocks.

I don't think we are going to get any real calls until next week. Besides the calls will do us little good until the FOMC BS is out of the way.

I also noticed in the presentation that CNBC also appears to be a big client. The presentation was good. I think it gave the minimum expected growth for each division. The great thing about the presentation is it pointed out Compaq's leading market position against many competitors in many different market segments. Analysts should start to view Compaq as more then a box maker.
NW
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News