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


To: Mike Gordon who wrote (19769)3/5/1998 7:28:00 PM
From: Chris  Read Replies (3) | Respond to of 97611
 
More on Earnings Warning from AOL Board

Subject: CPQ Warning Coming
Date: Thu, Mar 5, 1998 15:27 EST
From: LRiley9900
Message-id: <19980305202701.PAA06052@ladder03.news.aol.com>

"Maybe tonight, even.

Here's the update on Bear Stearns' PC analyst Andy Neff's comments on CPQ (reporting from the Inacom analyst meeting):

CPQ CFO Earl Mason phoned in, introduced someone else to deliver the report, and then got off the line. No bombshells.

BUT: Neff notes that CPQ is to present at conferences held by Bear, Morgan Stanley, and Pru in the weeks ahead, starting next week.

So if they are going to confess they are likely to do it before those meetings.

Think I'll sit tight on the puts and the short......"

Note the above is quote from AOL, not mine. I'm long CPQ have been since last April & will continue to accumulate for the long run.

Chris