Compaq Message Board - Msg: 14539329

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (85335)	10/9/2000 11:20:42 AM
From: Night Writer	of 97611

El, I like Mr. Dube's comments, and it doesn't hurt that he has a kool name. It follows my thinking, but I hope he has great basic research behind his comments. The TA sector is bleeding again today. INTC and CSCO are dropping like a rock this morning. This could be a long week like October 1999. NW Mr. Dube thinks Compaq's revenue rose 16% to $10.70 billion in the quarter from $9.21 billion a year ago. He says Compaq's sales of servers based on Intel Corp. microprocessors have "done well," and new servers based on Compaq's own Alpha chip are coming. Compaq's growth prospects will look even stronger if it can "re-energize the services business which hasn't lived up to expectations," says Mr. Dube.

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