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

To: Night Writer who wrote (76830)	1/26/2000 10:14:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

NW: It was announced that iPaq started shipping this week. Are you thinking of Windows 2000 which starts next month? I have just read the DELL thread. There are a couple of articles out on DELL already. Obviously, there is a lot of confusion. I would think Dan Niles statements tomorrow will have a lot of influence on the share price. One theory is that DELL will get away with the claim that the shortfall was caused by a one time set of events, as GTW did. GTW is now up 5% since it's warning. Another theory is that DELL is starting a slow death arising from its over-dependence on PC's for revenues. Some posters are predicting a trading range below $30, but most $35-40. Nobody sees it returning to the $40's soon. Apparently, MD stated that they had relied on what I call the "post-YK2 spending" to kick in November and December and January, but it has not showed up. They have assurances from clients that it will start up at the end of February (but I thought everyone knew that we are waiting fort the leap-year test?). They are calling Feb a dead month. This same situation faces COMPAQ and the 1st quarter is usually back-ended loaded. I suppsoe that is why Capellas is cautioning about a sequential downturn. Perhaps the iPaq and Windows 2000 can give an early boost, and given the relatively good YK2 related performance, so far, COMPAQ's wider range of products will give it a better February than DELL's.