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Technology Stocks : Compaq

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To: Tradelite who wrote (56393)4/9/1999 7:46:00 PM
From: marquis103  Read Replies (1) of 97611
 
RE: "This coverage and hype sometimes gets in the way of due diligence and rational thought on the part of the investor."

The problem is that without a conference call so that analysts can ask in-depth questions, we're left out in the cold, so all that's left is the hype. Since February when EM said the first 6 weeks were weak, we all complained that Compaq wouldn't step forward and clear things up. Now exactly the same thing has happened. And I take no comfort at all in EP giving out with the statement that they will be profitable and competitive in 99'. As we've seen, he's good at making statements, and poor at backing them up. Have you seen him back up his statement of "enhancing shareholder value"?

Russ
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