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

To: Elwood P. Dowd who wrote (70956)	11/4/1999 11:27:00 AM
From: Bipin Prasad	Respond to of 97611

Again I don't know if he's a good weasel or not yet. This qr will tell. But so far cash flow is healthy, sale/price is good, no long term debt, book value is 6.7 or so,...... There're simply so many positives, I love CPQ at this price to accumulate. Sorry to be too positive, but can't find any stock better value than CPQ today. Btw, if you want to know real weasel, MU's management is. But they were good ones for shareholders for yrs. Being a weasel might not be all that bad some times. later, InSook

To: Elwood P. Dowd who wrote (70956)	11/4/1999 11:44:00 AM
From: Windseye	Respond to of 97611

El, I think you don't quite see that you're asking MC to voluntarily put himself into the middle of an untenable, double bind. If he gives guidance and if he is wrong, then WS, you, and others might say that he was acting prematurely on inadequate info and why didn't he wait. Meanwhile he chooses to pay attention to customers first, employees and cost cutting second, and direct share holder and WS concerns he places a dismal third, which those in third place consider terrible. He has no viable options left, hence the double bind--- damned if he does, damned if he doesn't. As far as "giving guidance" I think that there has been viable "walk the talk" info pouring out of the company for the last 4 months; I see many signs of substantive new offerings, new partnerships, new deals all the time, and the forward looking diffuse statements about "cool stuff" and "leading the market during the next year" are about to be followed up in the next week or two by substantive public announcements consisitent with meeting future bsiness needs. I agree with Rude that insufficient cost cutting measures have been employed--- keeping too many employees too long. Unless there is a secret game plane to miraculous make all these folks tremendously productive in the current quarter (it's possible?) I think so far it is going as well as with the current management as could be expected of any set of managers, save Brenneman of Contintental who runs marathons while organizing a giant turn around, simultaneously cooking and eating breakfast on the run for 12,000 employees, etc. Doug

To: Elwood P. Dowd who wrote (70956)	11/4/1999 12:22:00 PM
From: SS	Respond to of 97611

Capellas' reluctance to stay in touch with Wall Street (and thus, the shareholders) is quite typical of the executive who is new to the CEO chair. It's one of the nuances of inexperience. But you'd think Ben Rosen, whose own Wall Street experience is legendary, would have given MC a few pointers by now.