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Technology Stocks : Compaq
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To: rupert1 who wrote (56022)4/8/1999 9:20:00 AM
From: Racso   of 97611
 
Excerpts from Morgan Stanley's preview on today's analyst meeting with DELL:
-DELL's internal research suggests that the mix of positive/negative demand factors related to Y2K will cancel each other and have little overall impact on PC growth;
-DELL believes that the small and consumer business together could account for 50% of worldwide PC shipments
-China, although small, continues to grow rapidly. Sales in Japan continue to be mixed. Europe is looking healthy.
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