Compaq Message Board - Msg: 9252148

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (60188)	4/30/1999 4:47:00 PM
From: Kenya AA	Read Replies (2) of 97611

El: You're probably right about the rabbits at least for the time being. IMO, he has made a mistake by not giving WS a date of definitive time frame for the "turnaround," so to speak. WS 101 - The street hates uncertainty! He would have been better off giving them a date - even if it was as far out as the end of Q3 - by which CPQ would have its act together. Better yet, a timetable for even some small definitive steps that would be achieved within this quarter - headway, signposts. Instead, he has given the street NOTHING - so now he's in the pressure cooker to produce pronto! The situation at CPQ may not be as bad as it looks, but the street trades on perception. K

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