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

To: David R. Schaller who wrote (79547)	3/15/2000 8:10:00 AM
From: hlpinout	Respond to of 97611

Microsoft unveils new facility for rapid deployment of network systems Story Filed: Wednesday, March 15, 2000 6:00 AM EST MAR 15, 2000, M2 Communications - Microsoft Corp has unveiled a new and expanded Microsoft Partner Solutions Center at its headquarters in Redmond, Washington. At the centre, Microsoft and its partners provide network service providers with design, development, testing and integration resources for the creation of end-to-end network systems. The centre also aims to help network service providers take advantage of new e-business opportunities, such as application hosting, broadband and TV services and voice-over Internet protocols. Microsoft's key partners at the facility include Compaq Computer, Dell Computer, Hewlett-Packard, Intel, Lucent Technologies and Nortel Networks.

To: David R. Schaller who wrote (79547)	3/15/2000 8:27:00 AM
From: marquis103	Read Replies (2) \| Respond to of 97611

David. I noticed that also. Faber seemed intent on disparaging the upgrade, and I was surprised that Kernan did not jump to Compaq's defense as he usually does. As a matter of fact, Faber even hinted at the fact that investors might not look past the first quarter revenue miss (if indeed that happens) and might want to wait to buy the stock lower. Both seemed to agree at the end that the upgrade probably wouldn't be worth much. Just also noticed that Maria made sure to mention the possibility of a first quarter miss when discussing the upgrade, then mentioned that the release of W2K should be good for Compaq and Dell. So even good news for Compaq is slapped around, then they find a way to work a good blurb in for Dell. Talk about a pack of followers. That's why right now I have CNBC on with the sound muted (I only turn up the sound if I see a company I'm interested in flashed on the screen) and listen to Stern on the radio. By 10, I usually switch off CNBC altogether. Russ