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

To: Night Writer who wrote (76872)	1/27/2000 10:32:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Anyone hear Kumar speak this morning? His message must have been broadcast live from Houston. jajaja El

To: Night Writer who wrote (76872)	1/27/2000 10:33:00 AM
From: uu	Read Replies (2) \| Respond to of 97611

They say market has no logic, and it sure is true! DELL misses its numbers and it goes up and instead CPQ gets punished! Informix delivers its 6th consecutive 20%+ growth and beating earnings estimates (even the so called whisper numbers) very nicely, and instead Oracle (with only 10% growth), and Sybase (with 0% growth) move up!

To: Night Writer who wrote (76872)	1/27/2000 10:34:00 AM
From: PCSS	Respond to of 97611

OT Another Leap year rule: Leap year rules are easy for me since I was born 2hrs 55min before a leap year day. Therefore, every time 4 can be evenly divided into my age the next day is 2/29. Now ... if I can only remember: (1) How old I am and/or (2) How to divide by 4 .... I'll be OK with the rules Michael

To: Night Writer who wrote (76872)	1/27/2000 10:46:00 AM
From: rupert1	Respond to of 97611

NW: Since last March I said I would not buy DELL until it got to $37 - maybe that was a device to give me a reason not to buy it. Anyway, I won't buy it unless it goes to $37 or lower for a very short term trade if it tanks in the next few days. I would prefer to divesify out of computer hardware. If only COMPAQ could have the support from analysts that DELL gets. I still don't quite understand what the COMPAQ analyst meeting is all about and what effect it may or may not have. I wonder about the timing. Analysts needed the bottom line stuff at the CC. Some of them have already made their judgment. Any idea how many have not said anything yet? Unless COMPAQ is going to reveal news not revealed at the CC - which itself would be rather strange procedure - I cannot see how the meeting will prompt upgrades. I can see that it will be an education and might help analysts have more confidence in COMPAQ's direction and execution and to understand events as they unfold, but that is mid-term and long-term stuff.