Compaq Message Board - Msg: 3545764

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (18231)	2/26/1998 10:34:00 PM
From: Jimbo Cobb	Read Replies (3) of 97611

Stephen: This is the worst news I've seen lately regarding CPQ. Not anything to do with the inventory issue, just the fact that Lucy Painter is pounding the table again for CPQ...she seems to be a great contrary indicator...Everytime she shouts that CPQ is a great buy, it seems to drop another point...I think if she had never opened her mouth in the first place a few quarters ago, there's a good chance CPQ would be North of $40 by now !!!!! (and I'm serious about that..as you recall she issued absurd earnings estimates at the last minute and then when CPQ reported great earnings which were less than her estimates, the perception was that CPQ had blown the quarter and missed street estimates or at least "whisper numbers"...)

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