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To: Diamond Jim who wrote (78541)4/12/1999 9:45:00 AM
From: Scumbria  Read Replies (3) | Respond to of 186894
 
Jim,

EP has been managing Compaq for almost a decade. You are judging his work based on a very specific 3 month time frame. When he took over, the company was in the middle of a 75% decline in the stock price. Since then, CPQ is up almost 15x.

No one on this thread wants to believe that PIII is overpriced, but we will soon find out.

Scumbria