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

To: isdsms who wrote (55651)	4/5/1999 4:47:00 PM
From: rupert1	Respond to of 97611

E-Mail to me from Jubak re: COMPAQ If anyone is interested I got a reply to my e-mail to Jubak. His first reply was that he does not answer e-mails because of the large volume he receives and that I should post my message in his forum. I ignored that. I then got an e-mail from him. I have to assume it cannot be reproduced. Its tone surprised me. He was very aggressive towards COMPAQ, the company. He used the term "new" in relation to COMPAQ in a derisory way. He basically accused COMPAQ of playing games with inventory and receivables and gave as an example its moves in transferring inventory to the books of its distributors making it extremely difficult to tell whether inventory is going up or down. With respect to Mason's words to CSFB he said that the company subsequently confirmed the report of a slowdown to other "rather pissed off analysts" who were complaining that information had not been shared equitably when it had been given to CSFB. My overall impression is confirmed. He does not have a fundamental knowledge and uses words carefully to give hismelf wriggle room. He operates like most journalistisc analysts using 2nd 3rd and 4th hand reports as original source material. He does not follow the issues on the fundamental level he was espousing to his readers in the article but on the level of Public Relations.

To: isdsms who wrote (55651)	4/5/1999 4:47:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

IRA-- IMO they will make the number,,, possibly slightly over .32. My concern is with rev,, there has been a ton of bad stuff happening to those that do not make rev... what bothers me most is if the drop in avg machine price as it takes 1/3 as many additional machines to EQUAL rev,,, now add the expected growth,,, rev means little if the margin is there ... if they do not make anything I'll give it a few days to cool and bail at a loss also,, no sense in waiting for someone to tell the top dogs what to say when things are bad,,, but someone needs to put a rag in EM's mouth...