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

To: marquis103 who wrote (82635)	6/9/2000 1:53:00 PM
From: John Koligman	Respond to of 97611

Russ, a couple weeks back I posted an article from Barron's that mentioned CPQ's European currency exposure. GV Tucker mentioned the same thing on the Dell thread today. Maybe that is why the stock is weak, maybe not. I'm looking to buy yet again if the porker slips much further. Still 'nuthin but a trader'. God knows when this thing moves. Perhaps the next good chance to get out for long term holders may be the traditional year end run. I recall several folks (like Insook) that bought around the October time frame and 'disappeared' after January... Regards, John To: kakamongus who wrote (157794) From: GVTucker Friday, June 9, 2000 11:48 AM ET Reply # of 157802 RE: Dell's weakness, a lot of analysts over the past couple of days are talking about the euros recent strength and the effect it will have on recorded revenues. The net result is that Dell's reported revenues out of Europe are vulnerable to a small degree, affecting overall revenues about 2-2«% or so. It appears that Dell is to some extent guiding this downward revenue revision out of Europe. Note that CPQ has been far weaker over the past couple of days vs DELL. CPQ has the most exposure in this arena as far as boxmakers are concerned, with probably a 4%+ net effect. AAPL is vulnerable to the same extent as DELL, and GTW has very little exposure. If you'll look at the recent relative performance, GTW has performed the best, with DELL and AAPL next, and CPQ trailing. No coincidence there. In the end, it's a moderate mountain made out of a molehill. It's easy to come up with numbers in this instance, though, so analysts like to make a big deal out of it.