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

To: marquis103 who wrote (84325)	8/18/2000 11:24:42 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 97611

Warning about part shortages on Friday seems pretty smart to me. One way or another he has to say it to guide future predictions. Why not say it on Friday so people have 2 days to digest it? By the time Monday comes around people might even consider it "old" news.

To: marquis103 who wrote (84325)	8/19/2000 12:11:19 AM
From: Nilesh Parikh	Read Replies (1) \| Respond to of 97611

Damn if you do and damn if you don't. MC has been trying to build credibility w/ Wallstreet. His message is that despite the shortage of the parts, we will make numbers. Now, think the otherway, if the parts problem is solved, Compaq could beat the numbers. Also, he mentioned that the whole industry is facing this challenge and CPQ has a good handle on it. I hope and doubt that MC's comments will negatively impact the stock, however, I can see some nervous CPQ investors to take some profits. Just remember, the e-fools are gone. With recent SEC rules, selective disclosures will lead to getting PR problems. This was another good step by MC. Give him some credit.... -Nilesh.