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

To: rupert1 who wrote (71673)	11/12/1999 7:52:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Kumar just took CPQ apart! Anyone who saw that interview wouldn't touch CPQ with a 10 foot pole! El

To: rupert1 who wrote (71673)	11/12/1999 7:53:00 AM
From: marquis103	Read Replies (2) \| Respond to of 97611

Wow. Kumar continues to slam CPQ on CNBC. Says turnaround is not imminent, and that key people in the field are leaving in droves. Kernan, as always, seemed to be on CPQ's side. Even questioned if Kumar and others might not see the turnaround coming, as most people missed Apple's rebound. Kumar basically making the point he knows what's going on and CPQ still has a lot of work to do. Did say that he thinks Capellas is doing the right things, but in general he whacked us bad. Good thing kernan was doing the interview. Also, as you might expect, Kumar pumped Dell to the hilt. Russ