Compaq Message Board - Msg: 8825458

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Technology Stocks : Compaq

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To: jim kelley who wrote (56553)	4/10/1999 12:32:00 PM
From: rudedog	Read Replies (1) of 97611

Jim - I am not intentionally misrepresenting anything. I apologize if I misrepresented your thinking but based on a quick review of your prior posts it looked to me like your analysis was not supported by these recent events. There is no way this miss can be put in a favorable light. I don't know if holding back channel inventory was a smart thing - doesn't look to smart IMHO. Your post is reflecting a lack of fairness and objectivity. My .37 earnings estimate was made in January. My crystal ball has been broken for a number of years and I have no particular insight into real earnings - that was just a game we were playing at that point. I have tried to engage in a rational discussion on real issues with you - why do you try to characterize me as an apologist for CPQ?

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