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Technology Stocks : Compaq
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To: Salah Mohamed who wrote (77887)2/10/2000 2:19:00 PM
From: Elwood P. Dowd  Read Replies (2) of 97611
 
Salah... I must admit that I haven't listened to the presentation but I did listen to the cc and there was, as I recall, no mention of 10-12%, only 15%. He was perceived as caving by not sticking to his guns on Friday. If he wanted them to model 10/12, then he shoulda said so when he was questioned during the cc. I also spoke to I.R. and the what I was told, in so many words, was that Capellas said 15% at the analysts meeting and when the ML analyst said that he thought that 15% was too high and suggested 10/12, Capellas said, go ahead and use 10-12% in your model if you want to. I view his conduct as capitulation and/or weakness and certainly ambiguous and confusing. I think that many on WS would agree with me. The stock action certainly does. El
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