Compaq Message Board - Msg: 7944420

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Technology Stocks : Compaq

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To: Kenya AA who wrote (49080)	2/21/1999 8:41:00 AM
From: rupert1	Read Replies (2) of 97611

Yes I thought you would think that. I don't. The only CEO Faber has ever reported talking to is the CEO of GE - his boss. That was a fluff piece. Since this is all impressionistic and not very important stuff - I prefer to believe that Rosalie talked to EP. She said she had. She used her own words to characterise what he said to her. She is more of tech person than Faber. She used her own words to simplify, analyse and explain and did it far better than Faber. It would make more sense that EP would talk to the Technology Editor of CNBC in London than Faber in the US - but perhaps the truth is somewhere between. Perhaps EP was giving a pre-conference interview to selected people - that during the conference he was asked about the Niles report; that Faber was listening in or received a phone call from Rosalie. Ask yourself, do you hoenstly think that EP would stop everything to take a call from Faber in the late afternoon to comment on a report by Niles about DELL and then confide in Faber in a gloating way! That Brooklyn Bridge I bought off Elwood is available for re-sale, do you want it?

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