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Technology Stocks : Compaq
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To: Mao II who wrote (53872)3/18/1999 11:46:00 AM
From: Kenya AA  Read Replies (1) of 97611
 
M2: If you mean that Kumar and Kurlak are alike I would have to say, NO. I think Kumar is a much better analyst than Kurlak. Kurlak was a stubborn S.O.B. with an incredible ego. He was bearish and WRONG! on the whole chip sector for a long (relatively speaking) time. Kurlak and Intel had an adversarial relationship. Kumar is smart enough to admit when he's wrong and change his position. He's been both bullish and bearish on various stocks in the PC sector recently. I think he changes his call when he sees something happening. I think he sees something here with CPQ - March is not "slightly above plan."

Good news is, I think missing the Q is already built into the price.

JMO,

K
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