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

To: Night Writer who wrote (77040)	1/28/2000 4:19:00 PM
From: JDN	Read Replies (1) \| Respond to of 97611

Dear NW: I agree the rate rise will very likely be 1/4 point. The NASDAQ is down about 10% (a little more) and I foresee it dropping no further than 15% before the rapid climb back. I feel this way because A. Business is good B. No Asian Collapse like cause a long slide in the past, in fact overseas shows steady improvement C. Interest rates are actually DROPPING in spite of all this talk. So HANG TOUGH, ride it out is what I am doing and what I would advise others to do. JDN

To: Night Writer who wrote (77040)	1/28/2000 4:19:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Nw... We have held about 2/3 of our gain over the last 90 days, so it could be worse. I feel a lot better here than I did at 18 1/4! Maybe one of today's "guests" will go home and put a pencil to the matter and come up with an upgrade for next week. If he were wise, he would hold any upgrades til after Greenspan gets outta the way. Maybe 27 is the bottom. Time will tell. Dan Niles must really like it at 27 1/4! He shoulda said "BUY AT THE CLOSE"!!! El

To: Night Writer who wrote (77040)	1/28/2000 5:17:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Just got off the phone with I.R. and asked for the rev growth question to be explained. The guy said that in today's meeting Capellas was questioned by analysts on 15% rev growth with analyst(s) saying 12% was more likely. Capellas said 15% is what we are shooting for and that's what we think we can get. Analyst(s) said that we think that is too high. Capellas replied by saying, well, that's what we believe we can get, but put 12% in your model if that's what you want to do. El