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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (76614)	1/25/2000 8:53:00 PM
From: MikeyT	Respond to of 97611

Victor, I agreed with 1Q growth being conservative. There are several big unkowns: 1)Windows 2000 OS being introduce early in the year is a first. Prior to this Microsoft has always introduce their OS around the Fall. 2)Y2K came once every 1000 years. I for one, did not buy a PC last year and waited for Windows 2000...therefore the pend up demands 3)iPaq is also going to be a first along with the 5900Z model. Office Depot had a config your own Compaq 5900Z with "express delivery" of 2 days! 4)Inacom is new and the sooner the product ships the faster the revenue is booked. For all the above, I would think CPQ will have a great 1Q. If only Wildfire was available during 1Q... Mikey