Compaq Message Board - Msg: 7849698

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Technology Stocks : Compaq

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To: Night Writer who wrote (48318)	2/16/1999 12:45:00 PM
From: Lynn	Read Replies (2) of 97611

I think Michael Dell has to be on CNBC tomorrow, no matter what their earnings are, after the Niles report on Friday. He has to address points made in the report in the context of the actual earnings [to be released after the market closes]. We should be able to make a determination of whether Michael will have good things to say after the conference call Dell is having at 4:30 p.m.: dell.com The call is going to take one hour. I'll find out what was said lurking over at the DELL thread later tonight--I'm sure the CC will be all the talk (in the context of the earnings release). My sixth sense right now: The Niles report is pretty much on target and the conference will not be all good news. My reason for this: The amount of time allocated to the cc this afternoon. Lynn

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