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

To: PCSS who wrote (52414)	3/9/1999 8:18:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Michael: EP personal limitations of expression are well know. But they are less important internationally than they are in the US. In Europe and other parts of the world he is more acceptable than an American style CEO would be. That being said, the company does need a more personable spokesman who is authoritative and good with the US media and market institutions on a day to day basis. I have seen EM only once - and I dont think he's the man. Ideally it ought to be a Chairman. I don't know what Rosen is like and assume that he does not want that job. A second best choice would be to develop a person or a system for doing the job better on behalf of EP. I too have made good profits with CPQ in years past - and since July of last year. I would not hesitate to pull the trigger on my holdings if I felt the share price was out of control or there was something wrong.

To: PCSS who wrote (52414)	3/10/1999 7:48:00 AM
From: fooledalot	Read Replies (1) \| Respond to of 97611

Michael, I wholeheartedly agree with your summation. I seriously believe the key element that will drive this stock and overcome the Street's skepticism is sustained performance. We will need better than expected numbers for at least the 1st & 2nd Qtrs to provided evidence that they are able to execute their excellent Plan. Once that occurs, trust and credibility in management should return. At the risk of attracting several rotten tomatoes, this situation seems to be similar to that of ORCL. After years of solid performance, they stubbed their toe badly reminiscent of the "channel stuffing" fiasco and were taken to the woodshed by the Street. However, they seemed to have achieved forgiveness much faster--largely through 2 (and hopefully next week will be a third) consecutive qtrs. of earnings/revenue growth. I doubt that their turnaround is directly attributable to Larry Ellison's "charm" on the Street--although, I believe someone at the company, likely Ray Lane, has worked the analysts much more effectively than anyone at CPQ seems to be capable of doing. JMHO. f