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


To: JRI who wrote (57906)4/14/1999 4:01:00 PM
From: rupert1  Read Replies (1) | Respond to of 97611
 
john: I could double up on CPQ now and bring my average to $30-31. $23 or lower would be tempting - maybe bring it to $29. But if DELL corrects below $33 it might offer a faster snap back, as might Intel below $50 and many others for that matter, in a correction.

The reasonable passion of this thread motivated Ted to hit that point of EP's credibility probably much harder than EP has ever had it hit before in a public forum. And the thread should take satisfaction from having got through to him like that. I am glad he could use the reference to my stock answers interview to give it a cutting edge. ( I rattled it off without much thought - which says a lot more about his stock answers than it does about my ability). To his credit, EP did say the right thing. He acknowledged the need to earn back the trust. I thought that statement showed more passion than any of his others in the interview.

Strange thing with EP - when you read the transcript of his answers they always seem much better than when he speaks them.

I think this is because he favours prepared points and memories them -perhaps because he is operating in a second language.



To: JRI who wrote (57906)4/14/1999 5:15:00 PM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
john... CPQ could fall further if EP doesn't make an AV announcement(thereby disappointing those who believed that he would announce a share distribution), if he doesn't make a positive forward-looking statement, or if CPQ comes in less than .15. Apple didn't lend any credibility to EP's argument that business is soft industry wide. WHAT THE HELL IS WRONG WITH THIS COMPANY??? El