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Technology Stocks : Compaq
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To: hlpinout who wrote (50923)3/2/1999 9:27:00 AM
From: Night Writer  Read Replies (2) of 97611
 
hlpinout,
A Compaq spokesman said the company's chief financial
officer commented on computer demand during the tour with
investors only in response to a question from an investor about
weakness in demand during the quarter. "We were agreeing
with a comment made by an investor," a spokesman said. "At
the time of the conversation, we did not believe that this was
material [information]"

Glad I don't have EM's job. Agreeing with a comment made by an investor is not an announcement of any type, much less an earnings warning. The investors and analysts have taken this piece of trivial information and blown it up. I say it is trivial because January is always soft. It is logical, normal, and not a big deal for January sales to be soft. In my mind, this presents a great buying opportunity at the hands of some panicked institutional investors who don't understand the sales cycle of the PC business. What a fine opportunity for investors with guts. I hope we bounce lower so I can buy 1,000 bargain shares today.
NW
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