Compaq Message Board - Msg: 6951562

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Technology Stocks : Compaq

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To: jim kelley who wrote (41033)	12/23/1998 2:57:00 PM
From: rudedog	Read Replies (2) of 97611

Jim - Your responses are non-sequitor. But since you don't want to answer the questions I and others on this thread ask in response to your questions, I'll respond to yours. We know what MD is doing with his money. You and a bunch of others on the DELL thread are making the assumption that you know what MSD is doing with the BILLION dollars he took out of DELL, and therefore your assumptions are fact. It must be true cuz he's such a great guy. What a bunch of crap. You have no idea why he did what he did or what it means. You are avoiding the issue of how CPQ is going to reduce its operational costs by a huge amount this quarter. no, You are claiming that CPQ needs to reduce its operational costs. This is a 'when did you stop beating your wife' argument. Why do you insist that CPQ needs to reduce its operational costs? I think their costs are in line with revenue. I have a reasonable basis for that view, I think your analysis of CPQ's financial situation is just wrong. yet not one single analyst has addressed this crucial issue. That's because the 'issue' only exists in your mind, everyone else has figured out that CPQ is in pretty good financial health. it adds circumstantial evidence that the performance projections are not correct for this quarter. Or maybe after a year of depressed stock price, some of these guys would like to diversify their positions a little, and they only get one window to do that. Or maybe they need to do some investment management before year end to improve their tax position. You have no idea why they might be taking these relatively minor actions. These threads are for the purpose of discussing these issues not cheerleading and obfuscating. LOL! ROFLMAO!!! This from the biggest cheerleader and obfuscator on the threads!!! Give it a rest and try and enjoy your holidays. We'll all know how this comes out in a couple of weeks, and at the moment I am quite happy to leave my CPQ and DELL investments just as they are.

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