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


To: Night Writer who wrote (76966)1/27/2000 10:23:00 PM
From: hlpinout  Respond to of 97611
 
Kumar speaks:
--

1/27/00 4:34:00 AM
Source: Business Wire

RadioWallStreet.com Internet Broadcast

Business Editors/Hi-Tech Writers

PHILADELPHIA--(BUSINESS WIRE)--Jan. 27, 2000--Dell Computer
Corporation (NASDAQ:DELL), Compaq Computer Corporation
(NYSE:CPQ), Intel Corporation (NASDAQ:INTC), Advanced Micro
Devices (NYSE:AMD) and Ancor Communications, Inc.
(NASDAQ:ANCR) will be discussed by U.S. Bancorp Piper Jaffray
Analyst, Ashok Kumar, on RadioWallStreet.com Thursday, January 27,
2000 at 10:00 AM EST, Investor Broadcast Network announced.

vcall.com

Comments:

* Explains Dells shortfall, upgrades to strong buy.
* Could/will overtake Compaq worldwide by perhaps middle
of the year.
* Compaq in slow recovery
* Compaq needs to improve in enterprise area ( Alpha, Hima)
* Tru64 has no high speed support
* Compaq at a cost disadvantage to Dell in commercial
market
* Dell better upside but Compaq is well positioned for enterprise growth and reiterated a slow recovery