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

To: PCSS who wrote (84558)	8/30/2000 10:03:16 AM
From: marquis103	Read Replies (1) \| Respond to of 97611

Okay everyone. With all these positive articles and recommendations, why are we under pressure for the second day in a row? It isn't like we had some manic pop that had to be deflated. We had a nice steady rise over 34 and now we seem to be fighting to stay up. Maybe I'm over-reacting, but just wondering why we seem to be struggling again. Russ

To: PCSS who wrote (84558)	8/30/2000 10:17:25 AM
From: Tony Viola	Respond to of 97611

I saw Mark Specker of Soundview/Wit Capital on CNBC this morning. Some points that the article you posted didn't catch: - I don't know that Specker said they were "taking a hard look at this one (Compaq)." He flat out recommended it first, although he also likes AAPL because they have a "nice design". - The one stock Specker mentioned in the vein of: "is staying away from high PE hardware stocks and stocks with not as much leverage to the Windows 2000 product cycle." was SUNW, although he said their servers are selling very well also. Didn't come right and say it, but implied that W2K should start changing that. - Likes Microsoft because of W2K, which he admitted has gotten off slower than expected. Reason he gave was that companies are carefully evaluating it...takes time. Feels that it is much more reliable than previous MSFT products, thinks Service Pack 1 is an important milestone to help sell it. Tony