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

To: marquis103 who wrote (78219)	2/15/2000 7:59:00 AM
From: rupert1	Respond to of 97611

WSJ - cites MM who likes CPQ February 14, 2000 -------------------------------------------------------------------------------- Tech Investors Love Their Sector, But Raise Cash Anyway By ANTHONY PALAZZO LOS ANGELES -- The technology sector offers tremendous investment opportunities over the long term, but investors may want to wait a few months before taking the plunge, if they trust the advice of three experts. Ronald Elijah, Alberto Vilar and Ken Pearlman are all true believers in technology. Elijah is president of Elijah Asset Management; his Information Age Fund rose 126% in 1999. Alberto Vilar, founder of Amerindo Investment, owns perhaps more stock in Internet companies than any other investment manager, and Ken Pearlman, of First Hand Funds, is a semiconductor specialist. The men, who spoke Sunday on a panel at an investment conference sponsored by the Los Angeles Times, each rode technology gains to new highs in 1999. Yet each has been paring back on technology holdings recently. "I'm a great bull on technology. But it's easier to talk about the next five years than the next six months," Elijah said. Elijah is cautious about the next three to four months, citing rising interest rates as one worry. He's moved to about a 10% cash position, and he's moved into larger-capitalization stocks. "It's asking a lot to ask our universe to go straight up," Elijah said. Elijah is sheedding some smaller names and gravitating to larger-capitalization stocks like KLA-Tencor Corp. (KLAC), Applied Materials Inc. (AMAT), Texas Instruments Inc. (TXN) and Intel Corp. (INTC). He also likes computer companies Compaq Computer Corp. (CPQ) and Sun Microsystems Inc. (SUNW), although he's a little worried about Dell Computer Corp. (DELL) right now. He doesn't own Dell or Gateway (GTW). Another name Elijah's shed recently is JDS Uniphase Corp. (JDSU), although he still likes the company. Pearlman also likes Applied Materials and KLA Tencor, as well as chip stocks he sees as Internet communications infrastructure plays: Applied Micro Circuits Corp. (AMCC), PMC-Sierra Inc. (PMCS), Transwitch Corp. (TXCC) and Vitesse Semiconductor Corp. (VTSS). But while Pearlman likes these companies, he's also been paring back on stocks. He's afraid that general bullishness, the reaction to the Taiwan earthquake last fall - which interrupted chip supplies - and stockpiling related to Year 2000 concerns, have created a condition of oversupply in the current quarter. "The biggest risk is that the most bullish scenario has actually occurred," Pearlman said. He believes there's some risk that some chip companies could fall short of expectations in the current March quarter. "If you're waiting for the companies to tell you, then you're making a big mistake," Pearlman said. Vilar weathered a broad downturn in Internet stocks from April to August last year, and then rode the group back to highs late in the year. He's also expecting a correction over the next four to six months, and he notes that Internet stocks will fall 30-50% in a typical correction. "I think this can be one of the last opportunities to buy into the correction, ignore the pessimists, and secure fantastic gains," Vilar said. His A-list names are infrastrure plays such as Ariba Inc. (ARBA), Akamai Technologies Inc. (AKAM), Sycamore Networks Inc. (SCMR). His B-list - stocks that have lagged, but he likes - include Priceline.com Inc. (PCLN), Healtheon/Web MD Corp. (HLTH), LookSmart Ltd. (LOOK) and CMGI Inc. (CMGI). Vilar points to a predicted surge of electronic commerce over the next several years. "Over the next three to five years I think you'll see the largest creation of wealth we've ever seen in this country," he said. - By Anthony Palazzo, Dow Jones Newswires; 323-658-3776; tony.palazzo@dowjones.com

To: marquis103 who wrote (78219)	2/15/2000 8:09:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Mike Holland was embarrassed by CPQ after having been a major bull to the bitter end, only to be up ended by EP's and EM's antics. He quietly went away with egg on his face ala Lucy Painter. Probably harbors more than a little animosity and is now a DELLhead. He is not the sharpest knife in the drawer and makes for a pretty good contrary indicator. El

To: marquis103 who wrote (78219)	2/15/2000 8:09:00 AM
From: Dorine Essey	Respond to of 97611

More good news!!!!!!!! Dorine IDENTIX BIOLOGON PRODUCTS TO BE DEMONSTRATED WITH WINDOWS 2000 AT MICROSOFT LAUNCH BUSINESS EDITORS AND HIGH-TECH WRITERS WINDOWS 2000 EXPO SUNNYVALE, CALIF.--(BUSINESS WIRE)--FEB. 15, 2000-- ------------------------------------------------------------------------------ SUNNYVALE, Calif.--(BUSINESS WIRE)--Feb. 15, 2000-- BioLogon for Windows 2000 Demonstrations to Feature Desktop Fingerprint Authentication Readers from Compaq Replacing Passwords with Fingerprint Data for Network Security Identix Inc. (AMEX:IDX.A), a worldwide leader in providing biometric authentication, security and identification solutions, Tuesday announced that its award-winning BioLogon(TM) software and hardware products will be demonstrated on stage at the Microsoft (Nasdaq:MSFT.O) Windows 2000 launch in Denver and Salt Lake City on Feb. 17, after Bill Gates launches Windows 2000 to 100 simultaneous satellite-broadcast events in cities around the world. The only biometric products selected, BioLogon for Windows 2000 will demonstrate devices from Compaq and SCM Microsystems to raise awareness about the user convenience and security of biometric authentication for Microsoft audiences. BioLogon hardware and software solutions are designed to replace and enhance passwords and other IT security options, and are intended to deliver positive user authentication -- a critical component of IT security, while simplifying end user complexity and reducing the burden of multiple passwords. At the Windows 2000 launch, features derived from the combination of Windows 2000 and BioLogon will be demonstrated to the Microsoft user audiences. Microsoft's Charles Fox, architectural engineer Microsoft Denver, said, "We have been demonstrating the first biometric fingerprint readers from Identix and Compaq since they were released in 1998. Our customers have consistently commented that this is the one password that can't be lost. The Identix BioLogon products demonstrate the new level of security that can be supported by Windows 2000." "Windows 2000 launch audiences will see powerful security performance and a new convenience with BioLogon and Windows 2000 software working together," said Grant Evans, vice president and general manager of the IT Security Division of Identix. "BioLogon leverages Windows 2000's powerful ActiveDirectory and Web-based management features to deliver fingerprint authentication security features directly from the OS. The result achieves a scalable and flexible security architecture which extends from a stand-alone computer to a complex enterprise network and is complemented by the quintessential convenience of one touch security for positive user authentication." Identix is currently shipping a range of BioLogon products for Windows 95, 98 and NT4 and plans to begin shipping BioLogon products for Windows 2000 in the first half of 2000. Current solution prices start at $99, which includes a hardware reader and BioLogon Client software for stand-alone and network clients. BioLogon Server software pricing starts at $40/user. Other fingerprint readers can be purchased from vendors including Key Tronic, SCM Microsystems and Cherry. About Windows 2000 Windows 2000 is an ideal platform for the next generation of business computing and addresses the full range of customers' computing needs, from laptops and desktops to high-end, clustered servers. The operating system helps organizations Internet-enable their business with a reliable, manageable infrastructure that is optimized for existing and emerging hardware. More information about Windows 2000 is available at microsoft.com. About Identix Identix Inc. (http://www.Identix.com), is a leader in designing, developing, manufacturing and marketing products for the capture and/or comparison of fingerprints for security, anti-fraud, law enforcement, physical access and other applications. Through Identicator Technology Inc., Identix's wholly-owned subsidiary and IT Security division, Identix designs and develops proprietary, cost-effective security products and solutions for personal identification and verification. Identicator Technology provides a wide range of applications to markets that include corporate enterprise security, intranet, extranet and Internet access and security, E-commerce, government and law enforcement agencies. Identix's partners include Motorola (NYSE:MOT.N), Compaq (NYSE:CPQ.N), Key Tronic (Nasdaq:KTCC.O), SCM Micro (Nasdaq:SCMM.O), Cherry GmbH and Unisys (NYSE:UIS.N). Identix products are distributed in 26 countries.

To: marquis103 who wrote (78219)	2/15/2000 9:00:00 AM
From: hlpinout	Read Replies (2) \| Respond to of 97611

Russ, Remember when Joe Battapaglia used to be a Compaq bull? A few weeks ago he was stating Compaq still has a ways to go and would hold off any purchase. -- Edwards Jones Analyst to Interview On RadioWallStreet.com 2/15/00 4:31:00 AM Source: Business Wire Internet Broadcast Business Editors/Hi-Tech Writers PHILADELPHIA--(BUSINESS WIRE)--Feb. 15, 2000--Microsoft Corporation (NASDAQ: MSFT), Dell Computer Corporation (NASDAQ DELL), Compaq Computer Corporation (NYSE: CPQ) will be discussed by Edward Jones Equity Analyst, Arthur Russell, on RadioWallStreet.com Tuesday, February 15, 2000 at 12:00 PM EST, Investor Broadcast Network announced. To access this RadioWallStreet.com broadcast, investors should go to radiowallstreet.com. It may be necessary for first time visitors to Radiowallstreet.com to go to the site fifteen minutes early to download and install any necessary audio software. For those unable to attend the live broadcast, replays will be available beginning approximately one hour after each event. There is no charge to access any event. If you are viewing this release after the day of the event, you will find this interview in the "All Recent Shows" section of the website. Questions for this RadioWallStreet.com event may be submitted in advance by e-mailing greg@vcall.com. Please reference date and time of the interview in the Subject of the e-mail. About Investor Broadcast Network Investor Broadcast Network, founded as Vcall in 1997, is the leading webcaster of investor events covering over 1200 public companies. The Company provides compelling investor content direct from companies and experts to more than 375,000 registered users through its Vcall, RadioWallStreet.com and Investor Conference broadcast services. RadioWallStreet.com provides unique and compelling interviews and roundtable discussions from leading executives and market experts for investors who need real-time analysis and insight direct from today's newsmakers. For more information on Investor Broadcast Network visit www.investorbroadcast.com.