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Technology Stocks : Compaq
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To: Kenya AA who wrote (56487)4/9/1999 11:57:00 PM
From: Mao II  Read Replies (2) of 97611
 
K: Added a bit yesterday @29 and something. Was very quietly smug about it, too. Fortunately it was only a small amount. It really infuriates me that these guys could be so brazenly dishonest and sneaky with that February loose lips bit. Geez. Someone mentioned that Jan and Feb must have been really bad. That hardly captures it. Jan & Feb must have seen them shoveling boxes out the frigging windows. Beyond that, I am as puzzled as victor by the discrepancy in significant but not humongous revenue shortfall and massive earnings miss. Either they report better than 15 on the 22d (which seems most likely) OR they have been paying to have the boxes carted out of Houston and burned in lots all over East Texas. Also calls into question DEC assimilation, in my view, and THAT cuts to the heart of why I bought into this beast in the first place. M2
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