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Technology Stocks : Compaq
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To: Captain Jack who wrote (79224)3/8/2000 7:16:00 PM
From: Andreas  Read Replies (1) of 97611
 
To Captain,

What does OJT mean? As for MC, I don't know what MC is thinking. I am simply confounded and totally frustrated by MC's silence when compared to dell and hwp and gtw. I wonder how much of this silence stuff is his doing or Rosen's. I also wonder why? What is the reason for being so damn secretive about progress or lack thereof? Compare and contrast time - Gtw can make a statement about sales being some b.s. number five years from now and the stock jumps 20% while our guy back tracks when Merril Lynch says MC is too optimistic.

Bottom line is - institutional investors have thrown in the towel for the time being. They are shunning cpq until it learns to communicate and deliver. So far cpq has failed miserably in both regards.
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