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Technology Stocks : Compaq
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To: PCSS who wrote (52414)3/9/1999 8:18:00 PM
From: rupert1  Read Replies (1) of 97611
 
Michael: EP personal limitations of expression are well know. But they are less important internationally than they are in the US. In Europe and other parts of the world he is more acceptable than an American style CEO would be. That being said, the company does need a more personable spokesman who is authoritative and good with the US media and market institutions on a day to day basis. I have seen EM only once - and I dont think he's the man. Ideally it ought to be a Chairman. I don't know what Rosen is like and assume that he does not want that job. A second best choice would be to develop a person or a system for doing the job better on behalf of EP.

I too have made good profits with CPQ in years past - and since July of last year. I would not hesitate to pull the trigger on my holdings if I felt the share price was out of control or there was something wrong.
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