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Technology Stocks : Compaq

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To: rudedog who wrote (80107)3/24/2000 10:07:00 AM
From: marquis103  Read Replies (2) of 97611
 
rude. Are you saying that Compaq's model is that much more complex than HWP's? Carly was able to jump right on the rumors of a shortfall. She was obviously in touch with what was going on in her own company. Even if Compaq's model is more complex, shouldn't Capellas and his staff have some idea how the quarter is going? I can't believe they're completely blind to what's going on this quarter. Even a statement such as "sales to date would indicate we should come in on estimates." would do the trick. They seemed to be able to do enough research to know the quarter would be back end loaded, and now they can't even come up with an idea of where they are? I don't buy it for a minute. Lots of recent investors losing money...AGAIN... and MC sits there silent. Sickening.

Russ
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