Compaq Message Board - Msg: 8959108

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Technology Stocks : Compaq

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To: hlpinout who wrote (58147)	4/16/1999 8:54:00 AM
From: rupert1	Read Replies (2) of 97611

Hiya hio: Thanks for the postings. The interview with EP was illuminating: first time he admitted the company is deficient in having a clearly understood focus; also admits he has done badly by shareholders this year. Didn't admit anything else though and came out fighting. Sounded positive about 15 cents being the minimum, but he, himself does not know what the industry figures are or how we stand on market share. The clear hint he gave is that it will be supportive of his analysis. He is being a little hard on himself taking $10 billion as the standard he was supposed to meet. That had been reduced in February by Mason to $9.75 billion and earnings of 32cents. He fell short on revenues by 3% and earnings by more than 50%. However, he is directing the analysis away from channel-stuffing and all that nonsense to the larger issues. Considering that he did not have a script fom me and considering that he had to use Babblefish to get his thoughts together in English, he did not do so badly. Whatever happens to the share price today, I'm feeling good about COMPAQ the company ( as a concept to be executed).

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