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Technology Stocks : Compaq
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To: Key West who wrote (56639)4/10/1999 2:59:00 PM
From: rudedog  Read Replies (1) of 97611
 
Gene -
RE: Jim is the only one who was bang on re Compaq on this thread
I respect your views and I am always interested in Jim's analysis but in fact he was COMPLETELY off base on his 1Q analysis - not only not correct but missed both the symptoms and the results. He predicted that CPQ would make earnings estimates by stuffing the channel. It now appears obvious that neither has happened.

Have you actually read what Jim has been posting???
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