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Technology Stocks : InfoSpace (INSP): Where GNET went!

INSP 83.51

-1.6%

Nov 18 3:59 PM EST

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To: Sgt. Stockpile who wrote (2974)	4/9/1999 9:19:00 PM
From: Keith Howells	Read Replies (2) of 28311

SGT. I'm not sure about the impact of CPQ on the market. From what I understand about the sector, the sub $1000.00, and I guess now the sub $600.00 PC, is where the action is. E-machines, for example, is supposed to be going gangbusters. From what I heard on the tube, CPQ got hurt in its sales to business. I found the following on the CPQ thread as well: Kumar is slamming Compaq's management for the problem..."Lack of credibility"....says Compaq's problems are company-specific....he expects Intel to be better-than-expected....Expects Dell to meet consensus .16 and 40% y-o-y revenue gain.. Kumar has been on the mark in analyzing the box builders for quite a while now. We'll have to see on Monday.

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