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

To: Key West who wrote (48200)2/15/1999 9:35:00 PM
From: Night Writer  Read Replies (1) | Respond to of 97611
 
gene,

The last time I tried to out guess an analyst I lost. The fact was the analyst had a national audience. I didn't. He was wrong. I was right. The stock went down anyway, and did not recover for some time.

You may be perfectly correct, but do you have a national audience? The perception is more important then the facts tomorrow. In a strange twist of life, the perception is fact until Mike Dell speaks tomorrow afternoon.

You should understand this. After all, didn't you state something about not having to know all the details? You just observe what is going on in you investment firm. Probably not an entirely accurate quote, but that was the guise of the message as I recall it.

NW



To: Key West who wrote (48200)2/15/1999 10:03:00 PM
From: robbie  Read Replies (1) | Respond to of 97611
 
You must mean the Niles report....the Nile is a river. And I don't know the answer to your questions, I didn't read the report. It is about DELL, this is the COMPAQ thread. My point about the report was that it was foolish for DELL investors to assume Niles didn't take storage and servers into account when he came up with his numbers.
We'll find out tomorrow, so as usual you're wasting everyone's time here.


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