Compaq Message Board - Msg: 8994544

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Technology Stocks : Compaq

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To: Richie who wrote (58438)	4/18/1999 7:33:00 PM
From: rupert1	Read Replies (2) of 97611

Riche: I can't believe it - you bullish! Apart from the nitty gritty of losing or making money on this stock - there is the hobby element - for those of us who are actually interested in the company and the industry. It will be interesting in the coming weeks, months and years, to see whether and to what extent this change of management did improve its rate of growth and/or profitability. So many posters have written as though the last 18 months was entirely down to bad management. I saw a post on another thread which stated that this change will be a weight off the entire tech sector if the Rosen quote about COMPAQ taking responsibility for the shortfall is substantiated. Does anyone know where that headline came from and if there has been a follow-up article? There was a reference to Rosen speaking on the telephone after the announcement, but so far no direct quotes from that. If Rosen is as decisive as is said - and he is the largest shareholder - he will be working hard before the market opens to get the right message across. It is not in his or COMPAQ's interest to let the price fall any further than it needs to.

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