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To: Elwood P. Dowd who wrote (53808)3/18/1999 9:36:00 AM
From: Mao II  Read Replies (1) | Respond to of 97611
 
El: How accurate has Kumar been with CPQ in the past? M2



To: Elwood P. Dowd who wrote (53808)3/18/1999 9:36:00 AM
From: D. Swiss  Respond to of 97611
 
El, Kumar's opinion is less than worthless.

He is a moron! Three weeks ago he put his estimate on GTW this
Q at .90, IR says he did not get guidance from them. Then
yesterday or the day before, all of a sudden Piper Jaffries (his
firm) is saying that there is minimal risk that GTW will not beat
there consensus estimate of .64 / share. He also downgraded his
estimate of GTW in 12/98 to .72 and the earnings came in at .81.
What a loser!

:o)

Drew




To: Elwood P. Dowd who wrote (53808)3/18/1999 9:37:00 AM
From: Kenya AA  Read Replies (1) | Respond to of 97611
 
El: At least Faber didn't pour gasoline on the fire. Pisani, on the other hand, will probably be on a roll.

K



To: Elwood P. Dowd who wrote (53808)3/18/1999 9:37:00 AM
From: PCSS  Respond to of 97611
 
Initial CPQ trades

32 3/4 (down 1/2) so far

Michael



To: Elwood P. Dowd who wrote (53808)3/18/1999 9:40:00 AM
From: JDN  Read Replies (1) | Respond to of 97611
 
Dear El: I think you are being overly pessimistic BUT if it were to go to the $23-25 range I would load up JUST for the ALTA VISTA internet play. You get very few opportunities to buy a PC company with a large Internet IPO coming up at those levels. JDN