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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

3:59 PM EST

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To: Sig who wrote (9454)	7/9/1997 6:47:00 PM
From: Patrick E.McDaniel	of 176387

Sig, lets talk about Compaq a minute. One thing is clear. No matter what Compaq reports tomorrow they will be the story stock of the day. 1. The earnings report. If Compaq reports a much better (10% or so above expectations) they will hold or go up. Especially if they have a good forcast of future sales and margins. 2. The announcement of custom build computers. This should be a plus for Compaq as it will "appear" as if they are going to challenge Dell. What does this do to Dell stock tomorrow and beyond? 1. Robust sales and a strong forcast will only add $$$$ to Dell shares. 2. Depending on how strong the press conference this "may" cause a ding into Dell shares. Mr.Dell may have comments about what Compaq is attempting to do. The net effect is really dependent on how strong Compaq's report comes in and the future forcast. The news is a non event as the story is out. In a week somewhere in the Lone Star State there will be events to drive us even higher. Pat

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