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: rudedog who wrote (58034)	4/15/1999 12:21:00 PM
From: Elwood P. Dowd	Respond to of 97611

Thanks Rudedog. I'll post another of your Yahoo Club offerings. El <- Previous Next -> Message 3061 of 3062 Reply I stopped by Innovate on tuesday afternoon rudedog_from_SI (51/M/Houston, TX) Apr 15 1999 10:33AM EDT Just to take the temp of some of the attendees. In general most I spoke to were not particularly concerned about the earnings report, they seemed to think it was just a press thing. They seemed more interested in CPQ's new direction. The "NonStop eBusiness" message seemed to be well received. I did not go back down on Wednesday but I understand that Gates did indeed show up for his keynote which was as usual well received.

To: rudedog who wrote (58034)	4/15/1999 12:26:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

rudedog.... it's just hard for me to believe and/or understand, even with the DEC merger, falling pC demand and prices, that they could miss by 50%. platt says things look good, GTW says things look good, Michael Dell is still comfortable he'll meet his number, AAPL comes thru with a nice report after selling a bunch of cheapie computers. Something is very wrong here, imho. El

To: rudedog who wrote (58034)	4/15/1999 12:39:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

rudedog: Re the "reasons" CPQ employees offered up for the recent debacle .... Haven't those same problems been around since the DEC acquisition?? Didn't seem to effect CPQ's ability to figure out what was going on in Q3 or Q4 of last year. K

To: rudedog who wrote (58034)	4/15/1999 1:12:00 PM
From: QuentR	Read Replies (1) \| Respond to of 97611

<it seems possible that Mason really did not know the real numbers> Having worked with developing financial systems that go across different accounting systems for major fortune 500 company that brought in about a dozen or more companies over a two year period, I think that Mason did know all along what the numbers were. The key tip off was the leak that was probably accidental, since a great deal of IR stastements to me and others on the thread tried to place a different spin on Mason's remark. IMO, the major problem here is work of spin doctors. The company I worked with eventually went belly up IMO due to too much spin doctoring. It is easier to work with the truth and make adjustments, rather than not know the truth and continue to make mistakes. To me this is a serious problem, and that is probably why the street is punishing Compaq stock so much. It is a healthy warning to get your cards on the table especially for the BOD and top company management.