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


To: jim kelley who wrote (59584)4/23/1999 12:41:00 AM
From: Steven N  Read Replies (1) | Respond to of 97611
 
sorry-------I believe that cpq is hiding something and the near future will unveil something akin to oxfrd health.
sn



To: jim kelley who wrote (59584)4/23/1999 12:48:00 AM
From: Loki  Read Replies (1) | Respond to of 97611
 
jim kelly...RE: "They sound like an endorsement of an
already failed policy."

Rosen's comment that CPQ's "present strategy is sound".

This is a "text book" answer that has the intent to stabilize
the credibility gap and falling stock price. (nothing more)

They have not concisely detailed a strategy. So, no one is
really sure what he is endorsing.

Let's see what happens in the next months...(hopefully, not
what I posted as the worst case scenario on Wednesday)

"it is clear that IBM, HWP, GTW and DELL are on well on their way..."

I hope you are correct..."clear" is a stronger word than I would
use, at this time...describing all the companies and the rest of
the year.

Loki



To: jim kelley who wrote (59584)4/23/1999 1:08:00 AM
From: Activatecard  Read Replies (2) | Respond to of 97611
 
Jim,

>>However, it is clear that IBM, HWP, GTW and DELL are on well on their way to a good year.<<

Well, maybe the shareholders are not are not fully aware of CPQ's woes, but Rosen knows his a** is in a crack. Why else fire the forked tongue twins? CPQ's problems are the boxmakers bane.

How about a little fire Scarecrow. CPQ is a dog with fleas, but everyone is going to scratch

Steve