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Technology Stocks : Compaq
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To: Eddie Kim who wrote (25244)4/29/1998 10:44:00 PM
From: Mark Fowler  Read Replies (1) of 97611
 
>>lets just remember
that this management/board was just rated one of the best by Business
Week several months ago.
>>My point...Compaq management might have goofed royally about this
inventory, but they have proven time after time to be one of the best. I


No no, I'm taking about just before Dec deal and the channel stuffing so to inflate the stock. And your right this management did goof, big time, although you say "might have goofed" as if you aren't sure. Well go and look at the value of your investment. They miscalculated what the market would do to their stock. And don't tell me that management miscalculate the inventory by a mile. There are smarter than that and so I'm.

I still think Cpq is a good long term investment, if management learned something from this, however you would do better in Dell by a country mile. That's all.
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