Compaq Message Board - Msg: 8994716

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (58443)	4/18/1999 7:48:00 PM
From: rupert1	Read Replies (3) of 97611

Eric and hio: Your posts got in ahead of my question about the Rosen interview. Not a lot of direct quotes, but I like what I hear. Summary: (1) Mason grinning like a Cheshire cat. He had his job lined up months ago. So his going not linked to "funny accounting". Leaves the law suits to COMPAQ. (2) EP did not resign he was sacked. (3) Used crisis to emphasise that CPQ no longer a PC company. As such it needs new leadership. (4) Statement of faith in the computer market and its opportunities, blamed EP poor execution for not taking advantage of it. Killed two birds with one stone - boosted investor faith in the industry, put COMPAQ back on side with the industry. (5) Statement about market being "confusing" not so good. But used this to emphasise determination to get ahead of the curve where CPQ always was. (6) Positive reaction from Kumar and reference to his BUY rating. Maybe the bad blood has been let. (7) The decisive clear language coming from Acting CEO is very refreshing. Nervous about further falls in the stock price but repeat what I said the other day - very positive about COMPAQ as a concept to be executed.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next