Compaq Message Board - Msg: 8814776

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Technology Stocks : Compaq

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To: Roads End who wrote (56346)	4/9/1999 6:13:00 PM
From: JRI	Read Replies (1) of 97611

Kumar is slamming Compaq's management for the problem..."Lack of credibility"....says Compaq's problems are company-specific....he expects Intel to be better-than-expected....Expects Dell to meet consensus .16 and 40% y-o-y revenue gain... He did say that he sees Compaq basing at 24..and that it should not go down any further (is not an internet stock)... I would not want to be EP or Mason at the annual...

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