Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: isdsms who wrote (56367)	4/9/1999 6:42:00 PM
From: joel3	Read Replies (4) \| Respond to of 97611

Getting rid of Mason and Pfieffer would have a much greater positive impact on the stock then any AltaVista announcement.

To: isdsms who wrote (56367)	4/9/1999 6:54:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Ira... it would be my guess that EP and/or EP will will not be removed nor will they resign. CPQ is fine long term, but those who got in at 40 or higher may have to wait a year to break even. Kumar said that CPQ is already trading at a discount to the market and I think he said 24 would be a new base. This an instant replay of last year. Innovate starts on Monday and AV, if handled correctly, could serve to stabilize the shares. You can bet that EP will be sweating bullets at the shareholders meeting on 4/22. The fact that they waited til 4/9 to warn will draw MAJOR criticism. Kernan and Kumar were first to jump on that band wagon. When the stock gapped down on EM's "warning," it went from 41 to 35, I think. It then dropped to a range of 31-34 and held up fairly well for about 30 days. I look for the gap down to be to 26 and then for the stock to trade in a range of 23-25 from there. El