Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rudedog who wrote (80107)	3/24/2000 10:07:00 AM
From: marquis103	Read Replies (2) \| Respond to of 97611

rude. Are you saying that Compaq's model is that much more complex than HWP's? Carly was able to jump right on the rumors of a shortfall. She was obviously in touch with what was going on in her own company. Even if Compaq's model is more complex, shouldn't Capellas and his staff have some idea how the quarter is going? I can't believe they're completely blind to what's going on this quarter. Even a statement such as "sales to date would indicate we should come in on estimates." would do the trick. They seemed to be able to do enough research to know the quarter would be back end loaded, and now they can't even come up with an idea of where they are? I don't buy it for a minute. Lots of recent investors losing money...AGAIN... and MC sits there silent. Sickening. Russ

To: rudedog who wrote (80107)	3/24/2000 11:18:00 AM
From: Captain Jack	Respond to of 97611

Rude-- No one expects the numbers but if they are not capable of having a trend line at the beginning of each qtr and probably month/week to have an idea as the qtr progresses shame on them. To believe they have no idea where they are for the qtr as each week passes is impossible-- anyone that believes they have little idea of where they are as qtrs progress should go out and ask the employees. No one would believe they rely only on the final numbers--- there are few qtrs that are so close they are not certain one way or another long before the EPS is released. Info coming from all over the world takes time to crunch-- some are a day ahead of the rest of the world,, but computers and other communication methods are available-- they no longer rely on carrier pigeons seems a logical guess... ;-]--