Compaq Message Board - Msg: 13493318

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Technology Stocks : Compaq

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To: profile_14 who wrote (81568)	4/25/2000 9:23:00 AM
From: rupert1	Read Replies (1) of 97611

profile14: I "failed to mention" a million other things - I was talking about one thing - the stock price the day before earnings. Your comments are non sequitur . If you blame the NAS for CPQ low stock price - how come the CPQ stock price is not at the level it was when the NAS was last at these levels? I'm glad you are so confident about CPQ results based on the theory that the CFO will not allow results to be bad! Does that mean we have an Earl Mason back in our midst willing to jerrymander numbers so he can buy and sell his options at a profit? Your theory could also have applied to MC - on his first earnings announcement the company's performance was the worst it had been in years and subsequently the share price sank to $18. While I put zero weight on your arguments - you seem to agree with my tentative conclusion that, on balance, an early release of the numbers is not negative and probably an attempt to win publicity for the COMPAQ case going forward. Given that the share price is not at $30-33 before earnings - as in the past two quarters the day before earnings perhaps this time it will not be sell on the news - but buy on the news.

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