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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: hlpinout who wrote (62550)	6/8/1999 8:38:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

hio: You last posting and mine "crossed" - I don't see reference to a mid-teen price possibility for COMPAQ in KUMAR's published remarks, and in saying that COMPAQ "might" do worse then 22 cents or even post a lost, he was not being as definite as his forecast last quarter. Bottom line, it is not nice being in a stock which is so vulnerable to the vagaries of an analyst like Kumar. He has been right before and wrong before. I would prefer to be able to rely on the company. CPQ have deliberately not offered guidance. I believe they are remiss. I think they will argue (I am not defending this) (a) the analyst community have already punished us for a worst case scenario so we may as well wait until the last minute to get everything right: getting things right means fully harmonisisng the DEC/TANDEM/CPQ accounting and forecasting systems (b) given the legal cases we should make as little comment as possible on 1Q or 2Q earnings