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

To: Mao II who wrote (53872)	3/18/1999 11:29:00 AM
From: Lynn	Read Replies (1) \| Respond to of 97611

Mao II: CPQ can't talk, their mouths are taped by SEC regulations during the quiet period. Lyn

To: Mao II who wrote (53872)	3/18/1999 11:46:00 AM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

M2: If you mean that Kumar and Kurlak are alike I would have to say, NO. I think Kumar is a much better analyst than Kurlak. Kurlak was a stubborn S.O.B. with an incredible ego. He was bearish and WRONG! on the whole chip sector for a long (relatively speaking) time. Kurlak and Intel had an adversarial relationship. Kumar is smart enough to admit when he's wrong and change his position. He's been both bullish and bearish on various stocks in the PC sector recently. I think he changes his call when he sees something happening. I think he sees something here with CPQ - March is not "slightly above plan." Good news is, I think missing the Q is already built into the price. JMO, K

To: Mao II who wrote (53872)	3/18/1999 12:06:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

Mao II: Kurlack was an eminent analysts for many years. He consistently got it right. This was attributed to his very deep contacts within Intel. He made large amounts of money for his clients at Merrill Lynch and elsewhere. He could move the entire tech market and even the whole market. In the last year or so, he has got it wrong. The market adjusted to his wrong calls. Sometimes the stock would suffer for a day or two and then ignore him on the way back up. Eventually the stock never budged on his bad calls. He finished up leaving. Kumar is one of the new kids on the block who doesn't begin to have the stature of Kurlack. He does not have the access to company information but relies on soundings in the market. He buddies up a lot to Cramer's crowd at "Comic Cuts" and like them and their groupies, is very tuned to headlines. As CPQ IR pointed out to Lynn, he has a habit of putting out his "warnings" just as the quiet period starts making it very difficult for the company to deal with them. He has got no more right calls then any other analyst but because he knows how to use "Comic Cuts" to get into the news, when he is right he gets more applause than the average analyst. A few weeks ago, he knew everything he knows now about the inventory levels going into January, and recommended CPQ as a buy, and thought it should have a premium to the market because of AV. He was right.