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Technology Stocks : Compaq

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To: Andreas who wrote (78629)2/22/2000 7:34:00 PM
From: Captain Jack  Read Replies (1) of 97611
 
Andreas-- you call it sour grapes,, it is just being realistic. There is little on the horizon to make anyone feel the probability is great for a good year or there would be more buyers than sellers. I sincerly hope you are correct but Rosen fired 5fer (thankfully) because he did not execute, the Rosen did a lot but with little results in his short term,,, now MC needs how much OJT before he is able to execute. Then there is Ipaq at $500 that will drop rev in the long term and possibly (seems impossible) margin in the LT. All the services is where we need to see sales--- too many reasons for me to believe they can not pull the growth required to make a major move. MC has been around only a short time,, but enough to give indication the boat is really turning,, the only big indications I am seeing are those of institutions jumping ship.. W2K should help sales tremendously this qtr,, we shall see... hopefully you we see the pre-run you want and be able to bail at a profit,, I fully hope so as that mmeans I'll be a little less red when I bail---
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