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

To: profile_14 who wrote (86461)	11/9/2000 8:58:33 AM
From: Elwood P. Dowd	Respond to of 97611

per Maria, BBY warned this morning and the stock is down 12 in the pre-market. Hopefully this is not reflecting PC sales and won't hurt CPQ. El

To: profile_14 who wrote (86461)	11/9/2000 12:46:41 PM
From: Elwood P. Dowd	Read Replies (3) \| Respond to of 97611

Pro... CPQ getting creamed, maybe more like pureed, along with DELL. We are about 1/2 way thru the Q. Now would be a good time for Capellas to come out and clear the air publicly by reassuring WS that the company is on target to meet Q4 earnings, that inventory levels are acceptable, and that there everything is a-0kay, that is, if everything is, indeed, a-Okay. I had hoped for something positive from him consistent with the DELL's earnings release. Maybe we'll get something yet or maybe Comdex will provide a better forum from which to make those comments. El