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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (59661)4/23/1999 4:35:00 PM
From: rudedog  Read Replies (1) of 97611
 
El -
I know that Kelley is always throwing bombs, but he has, so far been right on CPQ vs. Dell.
You've been drinking the bad water again. Kelley was completely wrong on what was happening in 4Q98 and was off on every financial estimate. His 1Q99 estimates were just as bad, only in the opposite direction. About all you can say is that ON AVERAGE he was pretty close. But only if you also average CPQ's results.

I don't always agree with the things CPQ has done, but the way they have accounted for them has been straightforward.

You're just getting paranoid. Take a long walk, play a round or 2 of golf.
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