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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (77874)2/10/2000 2:02:00 PM
From: Salah Mohamed  Read Replies (3) of 97611
 
El ... About MC Presentation to analysts

>>>Capellas didn't put in a strong showing at the analysts party and then caved in to the ML axe.<<<

Not true on both accounts, IMO his presentation was very impressive and he didn't cave to ML axe. He simply told the analysts he wants them to model 10% - 12% revenue growth, but his target is 15%. If you don't believe me, listen to his presentation at this website (~45 minutes):

www1.compaq.com
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