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To: Elwood P. Dowd who wrote (52947)	3/12/1999 8:28:00 AM
From: Red Scouser	Read Replies (1) \| Respond to of 97611

From the CPQ Inv Club. essages <- Previous Next -> Message 2229 of 2239 Reply elwood p. dowd she_xlr8s (44/F/TX) Mar 11 1999 6:22PM EST re: article in mar.15th newsweek on big dog's options. "welcome to the proxy season, which some of us jaded financal voyeurs call the Running of the Pigs." in reference to giving executives stock options: "piling pig on pork" my question: are you writing for time magazine under the name of Allan Sloan? jajaja!!!

To: Elwood P. Dowd who wrote (52947)	3/12/1999 8:36:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

El: O'Bull's posting was from Texas at 3.59 p.m. Assuming he made the posting shortly after he got the call, it would seem that IR had no change of instructions at the close of the working day. I would have thought that if a warning was coming today or Monday IR would have been instructed to stall. But who knows! A warning now would be illogical given statements by CPQ, DELL, GTW, MSFT and by some of the "investigative" analysts like Dan Niles and Kumar, as well as the bits and pieces of anecdotal and "insider" information we have picked up on this thread. Some analysts have worried that there may be a slowdown and I don't recall any who have come right and said there will be. Maybe you do? The Faber's of this world are journalists anxious not to miss out if there should be a story - in the absence of confirmation they position themselves on the fence and sway this way and that, as the rumour wind blows. Faber and co are penguins as much as the analysts they mock. The only difference in their reporting abilites and ours is that they have a staff to get the stuff off the news wires faster than we can.

To: Elwood P. Dowd who wrote (52947)	3/12/1999 8:44:00 AM
From: Kenya AA	Respond to of 97611

El: Re "warning day" - my understanding is that companies are "required by ethical standards" to advise investors about any material changes to guidance previously given about revenues and earnings as soon as the company becomes aware of those material changes. If Intel knows today, because of yesterday's "deadline" for PIII order cancellations, then we will hear from Intel today - Intel has an excellent reputation for being straight with the street. I don't know too much about this "quiet period" stuff, but I do know that I have seen CEOs blabbing on CNBC during their supposed "quiet period" on more than one occasion. K PS: Do I have a great boss or what!?!?