Compaq Message Board - Msg: 12868397

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (78137)	2/14/2000 4:19:00 PM
From: Andreas	Read Replies (2) of 97611

To Thread: Consider this! Well, last week I told you (as I have on various occasions) about the fact that many times I speak with a well known brokerage partner with 35+ years experience for insight, etc. I talked to him today about the fact that cpq looks sickly to say the least. He said, "Yea, it's distressing. There really isn't anything that negative to explain this 30%+ drop. Unfortunately, we have really underestimated the negative impact of the analyst meeting. Major funds have been selling and therefore institutional ownership is dropping." "Are you telling me that this turnaround story isn't believed?", I said. "that's exactly right, nobody and I mean nobody believes that cpq is moving fast enough. They are afraid that cpq is moving so slowly that competitors will be able to move more quickly and negate cpq's progress" Great!!!

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