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Technology Stocks : Compaq
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To: Mike Gordon who wrote (19504)3/5/1998 8:55:00 AM
From: Rite  Read Replies (2) of 97611
 
CPQ - 3/5/98 LONDON 29 13/16 (CNBC)

MIKE:

1. DO YOU SEE CNBC TODAY MORNING ?? CPQ IN MIDDLE SESSION LONDON -
29 13/16 (THEY SAYD - JUST DOWN FROM YESTERDAY)

2. AFTER CLOSE PANIC WAS $27 1/2 and to $28 1/8 :

After-Close Activity
Updated from 4:00 to 5:00 eastern time.

4:18 INTC halted...DELL 134 1/2
INTC PUT 1Q REVS, NET BELOW EXPECTATIONS

4:25 AMAT 34 1/8...MSFT 80 1/2...YHOO 69 5/8...IBM 101...
CSCO 64... DELL 133 1/2...KLAC 41 1/4...XLNX 45 1/2...

4:35 CPQ 28 1/8...MU 33 3/4...LSI 22 7/8...DELL 133...AMD 21 7/8

4:50 MSFT 79 1/2...LLTC 68...ADBE 43...COMS 36 1/8...ORCL 25...
DELL 131 1/2 SUNW 45 1/4

3. WE WILL SEE DIP IN CPQ TILL 10:30 am -
AFTER 11 am +++ NO PANIC !! LOAD LOAD LOAD :)

4. AGREE:

"If Intel's problems are caused by a combination of CPQ reducing inventory and using other manufacturer's chips, the next Q report will show reduced inventory levels. This will be interpreted as positive and, unless there are major market factors causing a broader market decline, this could be quite good for the stock price."

5.

"Softness in INTC processor chips does not necessary mean softness in PC sale! "

" Compaq has had a rocky relationship w/ Intel over the past few
years due to chip pricing, supply issues and Compaq's use of other
vendors such as Cyrix and AMD. "
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