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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (49067)2/21/1999 4:40:00 AM
From: rupert1  Read Replies (2) of 97611
 
El: Faber made his "gloating" report after the Dan Niles report had tanked DELL but before the CPQ London conference. He claimed to have spoken to EP on the telephone. Rosalie Nelson was at the London conference and personally interviewed EP. She was giving a direct report of her own impression of EP's tone - like Faber she hesitated before using the word "gloating". She amplified it by words to the effect that EP/CPQ felt very good about their model.

I always thought it unlikely that Faber spoke to EP in some privileged telephone discussion. I think it more likely that he was reporting what his editor Rosalie Nelson had told him or that he listened in on her interview with EP. Rosalie, who is English, seemed a lot more informed than Faber. Remember Faber is a front man and a mouthpiece for work done behind the scenes by staff and reporters. He does some of the telephoning himself but when was the last time he spoke to a CEO - he speaks to analysts and PR people.
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