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Technology Stocks : Compaq
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To: marquis103 who wrote (50437)2/28/1999 11:00:00 AM
From: Kenya AA   of 97611
 
Russ: I think a lot of the "Big Boys" took their clue from this comment from ML and that probably started the selling before Friday .....

Earlier in the week, Milunovich said in a research note that PC industry revenue growth had slowed to 3% to 5% a year due to falling computer prices. (this is what I originally thought Cramer was referring to in his column) Dell's efforts to grow several times faster than the industry rate "will prove hard to achieve, perhaps resulting in pricing pressures."

Maria also mentioned Milunovich's comments before the bell - I believe on Tuesday.

JMO,

K

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