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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: calgal who wrote (133222)	6/17/1999 1:46:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

<-OT->Ben Rosen (CPQ) Vs the Analysts. Westmoreland: You may want to listen in on this interesting 'conversation':- Rosen,Compaq: "Pricing pressures in the PC segment, inadequate revenue growth, and a noncompetitive cost structure are the contributing factors to our expected shortfall," he added. Richard Chu,Cowen & Co: "Pricing pressure in the PC segment, low growth...are standards in the PC landscape all the time. So why is it hitting compaq more?," asked Chu. David Wu,ABN Amro: .."I don't think the restructuring is planned ahead of time. They have a problem; they have to fix it," said said David Wu, an equities analyst at ABN AMRO. Wu. "Their costs are too high, and their revenues are too low." Other analysts agree. "Given that set of perimeters, the loss seems larger than I would think is reasonable because it would imply a fairly dramatic upward extension in expenses, said Cowen & Company analyst Richard Chu. news.com