Compaq Message Board - Msg: 13027146

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (78983)	3/2/2000 2:59:00 PM
From: Nilesh Parikh	Read Replies (3) of 97611

El: I respectfully disagree w/ your comments re: MC. The guy is honest and w/ integrity. He's done a real good job, compared to couple of "E" fools we had last year. I have been vocal about what CPQ do differently to improve PR, give better guidance to market. MC needs the CFO and marketing guy that he's looking for to improve that. Meanwhile, he's focused on energizing the company, customers and the industry w/ his message. He did better job recently at CTIA, discussing importance of CPQ in wireless data market. It is disturbing to see that investors are not fully realizing the value of his message. Investors/WS understands: '.com' or 'e-something' or 'exceeding whisper #'s". MC is creating opportunities to hopefully to meet or exceed whisper numbers on the earnings day. I don't blame current CPQ stock price on MC. Since MC's arrival, we have moved the stock from high-10's, low-20's to now mid-20's. Is that good enough?? No. Is company turning around? I'd say 'heck-ya'!!! -Nilesh.

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