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To: Eddie Kim who wrote (39673)4/30/1998 12:12:00 PM
From: SecularBull  Read Replies (2) | Respond to of 176388
 
Eddie, based on your argument: If the Tandem acquisition pulled Compaq down only in the last half of the year, what will happen when the full year is accounted for?

I stand by my assessment, which I believe paints a much more accurate picture of today's CPQ than you have painted.

It is OK to admit that you might be wrong. I've done it before. I'm not wrong here. You are.

In healthy debate,

LoD



To: Eddie Kim who wrote (39673)4/30/1998 12:14:00 PM
From: SecularBull  Read Replies (1) | Respond to of 176388
 
Eddie, based on your concerns, you should sell your DELL (in my opinion). You'll be able to sleep much easier.

I thought about selling some of my calls this a.m., but I think I'm going to stick it our for now. All of my calls are leaps, anyway.

Seriously yours,

LoD


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