Compaq Message Board - Msg: 8239540

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Technology Stocks : Compaq

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To: PCSS who wrote (52414)	3/10/1999 7:48:00 AM
From: fooledalot	Read Replies (1) of 97611

Michael, I wholeheartedly agree with your summation. I seriously believe the key element that will drive this stock and overcome the Street's skepticism is sustained performance. We will need better than expected numbers for at least the 1st & 2nd Qtrs to provided evidence that they are able to execute their excellent Plan. Once that occurs, trust and credibility in management should return. At the risk of attracting several rotten tomatoes, this situation seems to be similar to that of ORCL. After years of solid performance, they stubbed their toe badly reminiscent of the "channel stuffing" fiasco and were taken to the woodshed by the Street. However, they seemed to have achieved forgiveness much faster--largely through 2 (and hopefully next week will be a third) consecutive qtrs. of earnings/revenue growth. I doubt that their turnaround is directly attributable to Larry Ellison's "charm" on the Street--although, I believe someone at the company, likely Ray Lane, has worked the analysts much more effectively than anyone at CPQ seems to be capable of doing. JMHO. f

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