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

To: Captain Jack who wrote (63026)	6/15/1999 2:58:00 AM
From: jim kelley	Respond to of 97611

This is not surprising. EP was Rosen' man until he failed to deliver. But Rosen was fully aware of EP's game and did not object to the selective release of insider information. Expect a big writeoff this quarter and a huge miss on quarterly earnings due to the obsoleting inventory. I reported this inventory surfeit on this thread more than a month ago at 8+ weeks. It looks like matters have not improved. i might add that some on this thread dismissed the issue of inventory overhang as non existent. It is interesting.....