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

To: rudedog who wrote (62634)	6/8/1999 8:49:00 PM
From: PCSS	Read Replies (1) \| Respond to of 97611

rudedog, Excellently said, fortunately you have the experience and knowledge of CPQ (and personnel) that I do not or I would have written the same although not as well. Andreas, et al ... I too am not in the most jovial of states these days with regard to CPQ's investment underperformance and EP's last year's actions/inactions/mistakes. Fortunately, I can await (and will) CPQ's (and us investors) return(s) for all the reason's rudedog has mentioned. rudedog, thank you ! Michael

To: rudedog who wrote (62634)	6/8/1999 10:46:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 97611

rude, I hear you are the one to ask, so I will re-post... ===== Could you help me out. I am long RMBS and assuming CPQ will announce high end PC's using RDRAM this Fall. When do these announcements usually occur? For instance, if they want to start shipping on 9/1, will they announce weeks before, days, hours?? I thought you guys would definitely know how they handle press releases of new products. TIA, MileHigh

To: rudedog who wrote (62634)	6/9/1999 7:28:00 AM
From: hlpinout	Respond to of 97611

rudedog, Yeah, what Michael said. Message 10040200 hio

To: rudedog who wrote (62634)	6/9/1999 1:34:00 PM
From: Loki	Respond to of 97611

rudedog...Compaq.... We measure CPQ as a company and or as a stock. The quality of both do not always run parallel on the short term. Presently, I do not see how Rosen is doing anything to help the value of either. (This doesn't mean that nothing is happening) I am very interested to understand Rosen's motivation. A 65 year old who has relatively little vested interest in CPQ (compared to other heads of tech companies), who appeared to have neglected his responsibility to shareholders in the last two years. (A CEO is not responsible to shareholders directly)....and who apparently said he was a hands off chairman (through a DEC merger?) and now will be hands on?..... <...a director, or chairman, has the right, duty, and liability to be involved and informed on behalf of the shareholders as to a corporation's status and progress.> It is inexplicable to me that so little news is available on a company that is so broadly held, highly traded, and where institutions should have much clout because management controls relatively little stock. The quarter is almost over and all we have learned is that there is a major exodus of management and CPQ has 5 dress down days a week. The exodus of management will damage the "strategic partner relationships" CPQ has and is negotiating with vendors and customers due to the fact that the partners do not know which management will in place to maintain those relationships. We haven't even seen that CPQ has gotten back to anyone concerning answers still owed from the shareholder meeting. Worse than the Worst Case Scenario? Message 9054766 Being in Houston, having contacts, any thoughts or news as to the above concerns? Loki Did anyone hear Pfeiffer saying "I be back"?