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

To: Night Writer who wrote (85208)	10/4/2000 12:24:43 PM
From: tonyt	Read Replies (1) \| Respond to of 97611

At this rate, DELL will be crossing AAPL soon. (BTW, couldn't resist either DELL or CPQ today)

To: Night Writer who wrote (85208)	10/4/2000 12:28:19 PM
From: Steven N	Read Replies (1) \| Respond to of 97611

Comments from SG Cowen about Dell: DELL (Strong Buy, $29) Analyst Meeting Starts In Austin At 4pm ET . We expect three major themes from the meeting: 1) demand is healthy and they will repeat comfort in full year 30% growth; 2) they are seeing more significant reductions in component prices; 3) they are aggressively growing the enterprise and infrastructure business. . We recognize there is some uncertainty re demand and europe in investors minds. The stock is now at a two year low, we reiterate a 1 rating. cnetinvestor.com "sn is confused"