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

To: Andreas who wrote (81935)	5/3/2000 8:53:00 PM
From: rupert1	Respond to of 97611

Andreas: The 2Q earnings should produce a better pop than 1Q. 1Q is always poor and, as you said, market conditions made this year even worse. Some of the institutional money you pine for should start coming back in towards the end of 2Q, but I think the main influx will be towards the end of 3Q. By then the upward trend in interests rates should be over and the market should be enjoying its Presidential Year boost - it never fails. The market has been hard on dot.coms with large revenues but losses instead of profits. If the COMPAQ Commercial PC Division was not being subsidised by the rest of the company, it would have many of the charactersitics of a such dot.coms. Fat revenues, big losses but promising to achieve profitability in a year or less. The market has every right to adopt a wait and see attitude respecting promises. If and when they are carried out, confidence could return.