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Technology Stocks : Compaq
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To: Captain Jack who wrote (60195)4/30/1999 5:13:00 PM
From: rupert1  Read Replies (3) of 97611
 
I think the worst thing that Rosen could do is act like a Cramer, and play the day to day, hour to hour perception game. This is about serious wealth creation not about journalistic gossip.

Rosen acted absolutely correctly to refuse guidance until he had a firm grasp. As he said, he never wants COMPAQ to warn again.

I thought that he could take up 4-6 weeks before giving detailed briefing to analysts and financial journalists, but I think he will do it in 2-3 weeks. Therefore, we might see a CC next week or the week after. I think it will be upbeat but conservative.

In my last post I listed the main fears. But there are potential positive surprises.

1. A quick announcement of a new CEO.
2. Strong positive guidance for the 2Q and the year.
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