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

To: John Koligman who wrote (84668)	9/10/2000 9:45:25 AM
From: Bob Kim	Read Replies (1) \| Respond to of 97611

John, In verbal comments that didn't seem to get very far (probably because they appeared to contradict his ratings and price targets), on Friday, ML's Fortuna ranked CPQ first for price performance through the end of the year. DELL was ranked second to last even though it was his highest-rated stock and has the biggest implied upside based on his price target. Also ahead of Dell were GTW and TECD. I believe his CPQ price target is $34, which doesn't support his comment, but then again, his research hardly ever makes sense to me. Nevertheless, it would appear to me that he is embracing his lower-rated stocks like CPQ and TECD and backing away from DELL.

To: John Koligman who wrote (84668)	9/10/2000 9:52:04 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Compaq Sees Sales in Asia Pacific Growing 30 Percent in 2001 By Cindy Lim Singapore, Sept. 11 (Bloomberg) -- Compaq Computer Corp., the world's biggest maker of personal computers, said it expects Asia Pacific sales to grow by 30 percent next year as the market rebounds, the Business Times reported, citing Michael Capellas, Compaq's chief executive, and Paul Chan, the company's Asia Pacific chief. Compaq's 1999 sales in the Asia Pacific region -- excluding Japan and Greater China, but including Australia and New Zealand -- were more than $2 billion. Second-quarter sales this year in the same region grew 12 percent on year and 17 percent on quarter. ``Most of our Asia Pacific regional teams have set stretch goals for themselves to double their business over the next two to three years,'' said Chan. Asia accounted for about 15 percent of Compaq's $38.5 billion revenue last year. Compaq expects 12 percent to 15 percent revenue growth this year