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Technology Stocks : Compaq

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To: Red Scouser who wrote (54014)3/18/1999 11:17:00 PM
From: Howard Feinstein  Read Replies (1) of 97611
 
Fellow CPQ threaders.......If you look at the updated CPQ earnings estimates for Q1 you will see they are almost all in the .30-.37 range. Kumar made his estimate .20 and CPQ management said they are comfortable with the analysts estimates before the company leak came out earlier. This is high stakes Russian Roulette! I would say that Kumar's, as well as EP's, reputations and credibility are both on the line. Somebody is way out of line here on CPQ's Q1. If Kumar is right we're all dead!If EP is in line,CPQ might rally. I'm not sure I want to bet the ranch on this one and I'm seriously thinking about bailing out here.Somethings got to give here!

Howie
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