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

To: Kenya AA who wrote (45365)1/26/1999 3:41:00 PM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
Kumar is a WEENIE! HE was negative on GTW, too, and they kickd his butt!! Til somebody like Gardner puts out a message like that, I'm not very concerned. Also, with respect to earnings, there is NO WAY that CPQ would disappoint this time without a warning. SAme holds true to channel stuffing. These guys are still stinging from the lashing they took from Wall Street and little guys like Harvey and I on the last bone-head deal. Also, IMHO, there is a lot more news to come that has ALREADY been sewn up. EP is sand baggin' us on this "we are cotinuing to talk to a number of content sources" IMHO he's got that ace up his sleeve RIGHT NOW!!! OMHO. El



To: Kenya AA who wrote (45365)1/26/1999 4:05:00 PM
From: PCSS  Read Replies (2) | Respond to of 97611
 
The final 40 min for the BIG guys and CPQ was basically a non-event. There was no run either UP or down and relatively few BIG blocks were bought on UPticks or sold on downticks.

Seems to me that the BIG guys are satisfied with their current positions and are NOT betting on bad earnings.

Just my take

Michael


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