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


To: PCSS who wrote (65451)7/22/1999 4:20:00 PM
From: Jeng Chiu  Read Replies (3) | Respond to of 97611
 
Didnt they mention that he used to work for SAP and Oracle?

2 comments:

Positive: he's experienced in the Tech Industry, although not in hardware.

possible Negative: SAP and Oracle arent exactly the most predictable growth companies with great execution. They have a choppy record in guiding analysts to revenues and earnings. We need someone who understands the market challenges and will not be caught offguard.

JMHO.



To: PCSS who wrote (65451)7/22/1999 4:31:00 PM
From: SS  Respond to of 97611
 
Gotta say one thing about Ben Rosen -- he sure doesn't play to Wall Street.

The Street ain't gonna like this one.



To: PCSS who wrote (65451)7/22/1999 4:36:00 PM
From: Jim McMannis  Read Replies (1) | Respond to of 97611
 
RE:"Michael Capellas of CPQ NAMED NEW CEO

Surprise, surprise !!!

Any thoughts ???"...

Yes...ahhh OOO Gaah...<G>
Actually, the market had already discounted this. Same ol' same ole'
from an inside guy...

Jim