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


To: Night Writer who wrote (63131)6/15/1999 5:53:00 PM
From: rupert1  Read Replies (2) | Respond to of 97611
 
CNBC just had a resume of COMPAQ. A sort of gothic horror theme show introduction. Then a fairly nice report on the new products with PR film. Then a sceen stating that there will be a 2Q loss, too much inventory etc, with a fairly faint signature indicating that all of this being displayed and read was actually the opinion of Kumar. Then back to Lawson of CPQ. A denial that there are inventory problems and a motherhood statement that the company is working hard to get back to the growth to which its investors are accustomed. The finsih was Davies asking whether EP had found a new job.



To: Night Writer who wrote (63131)6/15/1999 6:00:00 PM
From: Captain Jack  Read Replies (1) | Respond to of 97611
 
NW--- <<"I'm going with the three wise men and giving them time to straighten up this house of horrors. NW">> Seeing what these three ?? men have accomplished so far I am staying with them too. Not because I believe they have the ability to get the price up about 1/2 way but because they will pay what it takes to get someone who can. The longer they play the worse things get. I must believe they were not ready for this even after planning for a year to dump EP. Their actions/results have given him a better resume than anything he ever did/will do--- EP really should be "laughing all the way to the bank" with his value diluted shares.

How long do you think you may live? <<"time to straighten up this house of horrors">>---- at 51 I do not think I'll live long enough to see the old high. Actually doubt my unborn grandchildren will see CPQ there. This company is sick AGAIN. It is not like they learned anything when the same crap happened in the past.

When it comes to hiring the cream of the crop CPQ will no longer find their resumes. Think of those holding a ton of this stock looking to retire real soon! Think of those young people looking to buy stock to appreciate for their retirement--- keep looking for investors,,, esp those of the long term kind. Hell the institutions are still flushing it,,, look at what they did today! Face it we are sitting on dead money for a long time.

And yes,,, venting feels a little bit good. The only thing that allows one holding this to just FEEL anything.

As far as the pig turning into a party animal like ORCL... how huge and how many qtrs will it take to run from 22 to a 52? The pig has been led to the slaughterhouse and those that led it there do not know how to get it out!



To: Night Writer who wrote (63131)6/15/1999 11:58:00 PM
From: J.Maz  Respond to of 97611
 
N.W.

Just checking a few posts here late on Tuesday night, and saw yours about Oracle. I had bought Oracle a few weeks ago in my wife's IRA, but haven't been paying much attention to it. I knew something was up with all the volume, but I since I don't read ORCL threads I didn't know why. Thanks for that post, because now I feel pretty good about that investment. Wish I could say the same thing about CPigQ!

Lots of luck to you with ORCL. As for CPQ, I, like you, am willing to give the "three wise men" some time to right the ship. Since I don't need the cash, it appears the sensible thing to do for me anyway.

Regards,

JMaz