Compaq Message Board - Msg: 8419291

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Technology Stocks : Compaq

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To: Mao II who wrote (54172)	3/19/1999 5:46:00 PM
From: Kenya AA	Read Replies (1) of 97611

M2: Don't be soooo impatient - I can't type that fast! He basically talked about IBM, but did mention the boxmakers in general a couple of times. He said he shared the concern of Cramer at MS about margin pressure in the mainframe area that may cause IBM to report lower than expected numbers. Cited business in January and February was slower than expected. Maria said that ML had come out in the afternoon and was more upbeat than MS. Niles said expectations for IBM was in the range of 1.40-1.42. He thought they would now come in in the mid-1.30s. Said that's not enough of a shortfall for IBM to pre-announce. Maria asked if Niles thought that they could make up the difference in other areas like service. Niles said he didn't think so. Next two weeks are critical if they are going to make original estimates. He's bullish on IBM long term and would look to buy under 170. He didn't seem concerned at all for the longer term. K Also said the IBM bottom will probably be on Monday.

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