Compaq Message Board - Msg: 8907916

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (57767)	4/14/1999 9:53:00 AM
From: Windseye	Read Replies (2) of 97611

Dan Niles Bank Boston analyst on INTC, CPQ, and PC market... this guy is great... fielded all comments consistent with much of what's been said here. Including PC box makers really threatened by cell phone model of free device for signing up for some kind of service... ... general weakness in INTC also in QTR2 and will affect IBM and others as well... look for struggles this year as big tech companies look for sales in other sectors besides pc boxes. Very thorough... anybody know of strong negatives in his prior analyses? Doug

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