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To: Jim McMannis who wrote (141345)8/11/2001 3:57:16 PM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Rather interesting post I saw on the Compaq thread....
Carly history? Not without a big parachute at shareholders expense?

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HP MAY EXIT PC SAYS CNBC BARTIROMO SHOW
by: fardnocker2001
Long-Term Sentiment: Strong Buy 08/10/01 07:41 pm
Msg: 248441 of 248445
HP's Carly may be toast says CNBC "MarketWeek" with Maria.

Interviewee on show Rob Enderle Giga Info Computer Analyst says Carly will be gone this year due to

* Compaq, Dell, IBM doing better than HP
* Carly lack of leadership
* Carly spendthrift
* Board feeling pressure Carly is wrong person for the job
* HP PC business hasn't been fixed, is one of the worst, and should exit



To: Jim McMannis who wrote (141345)8/11/2001 4:58:04 PM
From: Paul Engel  Respond to of 186894
 
McJimbo - Re: "What's that got to do with anything? My Berkshire Hathaway is worth 2000 times more per share what your Intel is. "

So are mine !!

I didn't see you at any of the Berkshre shareholder meetings - don't you go?

Paul



To: Jim McMannis who wrote (141345)8/11/2001 4:59:13 PM
From: Paul Engel  Respond to of 186894
 
Jimbo - Re: "I've already stated I'm not too happy with AMDs recent performance...especially the scum bags dumping stock before the bad news came out. I guess Cherry never wants anyone to have faith enough to by his stock in the future.
I really thought this guy had learned some key things but now I wonder. Heck, they came out with the T-bird...lit up a cigar and started to butt slap a little bit too early.
I thought they had learned that Mhz sells and the P4 would scale...then they delay the Palomino and Hammer and let Intel get to the Northwood...
Where the heck is Dirk? On an Island somewhere"

Snakes ALWAYS crawl on their belly.

Paul