Compaq Message Board - Msg: 14299373

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Technology Stocks : Compaq

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To: PCSS who wrote (84558)	8/30/2000 10:17:25 AM
From: Tony Viola	of 97611

I saw Mark Specker of Soundview/Wit Capital on CNBC this morning. Some points that the article you posted didn't catch: - I don't know that Specker said they were "taking a hard look at this one (Compaq)." He flat out recommended it first, although he also likes AAPL because they have a "nice design". - The one stock Specker mentioned in the vein of: "is staying away from high PE hardware stocks and stocks with not as much leverage to the Windows 2000 product cycle." was SUNW, although he said their servers are selling very well also. Didn't come right and say it, but implied that W2K should start changing that. - Likes Microsoft because of W2K, which he admitted has gotten off slower than expected. Reason he gave was that companies are carefully evaluating it...takes time. Feels that it is much more reliable than previous MSFT products, thinks Service Pack 1 is an important milestone to help sell it. Tony

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