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Technology Stocks : Compaq

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To: Mike Gordon who wrote (20258)3/7/1998 8:25:00 AM
From: Bill Uzzell  Read Replies (1) of 97611
 
Mike you're absolutely right, I think CPQ handled this well they warned last week of pricing pressures and yesterday of the earnings shortfall well in advance, they have obviously been guiding analysts lower versus that idiot Ellison at ORCL who bragged about how great they're doing and then came out with lousy earnings a week ahead of their scheduled release date. The writing was on the wall we just missed it in all of this DELL insanity.
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