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: Elwood P. Dowd who wrote (18231)	2/26/1998 4:42:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 97611

I call it the clash of the Titans on Wall Street. Thanks stephen: I wonder who is the 'source' for Smith Barney?? Looks like some 'schmo' or 'shomoe' at the corner 'Best Buy' or something.<gg> Oh yeah,the Gardner guy really got the 'goods' on Compaq,with his 'reliable source'. Good news stephen,I love it when the Wall Street heavy-weights go at each other's throat. Somebody is taking advantage of the 'quiet period' making a lot of 'loud noice'. I say 'Much Ado about nothing'. So the big question now is who is right the Almighty Merrill Lynch or Smith Barney who 'makes money the old fashioned way' (does that mean they rip customers off,hey just checking.) Let's call them 'clueless on Wall Street' for levity's sake,shall we?

To: Elwood P. Dowd who wrote (18231)	2/26/1998 10:34:00 PM
From: Jimbo Cobb	Read Replies (3) \| Respond to of 97611

Stephen: This is the worst news I've seen lately regarding CPQ. Not anything to do with the inventory issue, just the fact that Lucy Painter is pounding the table again for CPQ...she seems to be a great contrary indicator...Everytime she shouts that CPQ is a great buy, it seems to drop another point...I think if she had never opened her mouth in the first place a few quarters ago, there's a good chance CPQ would be North of $40 by now !!!!! (and I'm serious about that..as you recall she issued absurd earnings estimates at the last minute and then when CPQ reported great earnings which were less than her estimates, the perception was that CPQ had blown the quarter and missed street estimates or at least "whisper numbers"...)