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

To: Elwood P. Dowd who wrote (20359)	3/7/1998 7:09:00 PM
From: robbie	Read Replies (3) \| Respond to of 97611

Stephen Re: <<...I understand that he did say that, which I think was certainly misleading, considering the warning followed. This comment, however, was far outweighed by the negative comments, downgrades, etc.>> Stephen, who you gonna believe, the CFO or the analysts? I would hope the CFO, since he works at the company every day. In this case the analysts were right. What does that tell you about the CFO? I've read a few hundred posts today and no one is blaming Mason. Tuesday he is saying he is comfortable with estimates, if March sales aren't disappointing. Friday he is saying it was a 35 cent mistake. 35c times 1.5 billion shares equals an "adjustment" of 525 million in the same week. This is from Tue. to Fri. Mason either didn't know this at the ML conference or lied. I'll give him the benefit of the doubt and say he is incompetent. Total loss of credibilty here. I would never sue anyone myself, but what about people like myself, who bought a ton after he said he was comfortable with estimates, only to see these same estimates revised from 35c to zero a couple of days later? I will hold for the long run but definitely hope I can see through management's bullshit, like the shorts did, in the future. Robbie