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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (47998)2/13/1999 10:24:00 PM
From: Red Scouser  Read Replies (2) of 97611
 
El: i was over in the "PIT" a while back, and they don't want to believe that the stock is over priced. Well, the "Pendulum is swinging back and they don't like it. They are trying to stop it with all kinds of Mumbo-Jumbo

rom: jim kelley
Saturday, Feb 13 1999 7:38PM ET
Reply # of 98993

Yep! It is fascinating when Faber has to go to EP to find out what DELL is doing. It is
very similar to EP's effort to interfere with DELL's last earnings report. EP definitely is
preoccupied with DELL.

Note the analyst's claims that DELL's enterprise sales are off because the corporate
customers have completed their hardware purchases and now are spending their IT
money on software for the Y2K problem. This is the reason that DELL's enterprise
sales are off.
Then look at the enterprise sales for IBM and CPQ and notice the huge bulge in sales
for Q4. Either sales are not off or CPQ and IBM stuffed
their channels again.

JK
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