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

To: jim kelley who wrote (56553)	4/10/1999 8:08:00 AM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

jim: I'm certainly not looking to put CPQ in a favorable light, but do you think that there's a possibility that a certain amount of the "shortfall" may have been due to a "conspiracy" by disgruntled channel partners to screw CPQ in an act of revenge? Perhaps that would help account for the way CPQ has handled this - were they taken by surprise? Ms. Grassy Knoll

To: jim kelley who wrote (56553)	4/10/1999 12:32:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Jim - I am not intentionally misrepresenting anything. I apologize if I misrepresented your thinking but based on a quick review of your prior posts it looked to me like your analysis was not supported by these recent events. There is no way this miss can be put in a favorable light. I don't know if holding back channel inventory was a smart thing - doesn't look to smart IMHO. Your post is reflecting a lack of fairness and objectivity. My .37 earnings estimate was made in January. My crystal ball has been broken for a number of years and I have no particular insight into real earnings - that was just a game we were playing at that point. I have tried to engage in a rational discussion on real issues with you - why do you try to characterize me as an apologist for CPQ?