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Technology Stocks : Compaq
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To: Kenya AA who wrote (45365)1/26/1999 3:41:00 PM
From: Elwood P. Dowd  Read Replies (1) of 97611
 
Kumar is a WEENIE! HE was negative on GTW, too, and they kickd his butt!! Til somebody like Gardner puts out a message like that, I'm not very concerned. Also, with respect to earnings, there is NO WAY that CPQ would disappoint this time without a warning. SAme holds true to channel stuffing. These guys are still stinging from the lashing they took from Wall Street and little guys like Harvey and I on the last bone-head deal. Also, IMHO, there is a lot more news to come that has ALREADY been sewn up. EP is sand baggin' us on this "we are cotinuing to talk to a number of content sources" IMHO he's got that ace up his sleeve RIGHT NOW!!! OMHO. El
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