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

To: Elwood P. Dowd who wrote (87240)	11/30/2000 11:18:29 AM
From: profile_14	Read Replies (1) \| Respond to of 97611

El, in short, no I have not seen it yet. I am still shell shocked and just nibbled on JBL at 28 11/16, down 28%+ on GTW alone, despite the fact that it is not its major customer.

To: Elwood P. Dowd who wrote (87240)	11/30/2000 11:28:18 AM
From: Tony Viola	Respond to of 97611

El, >Have you seen niles' reasons for downgrading CPQ? Gateway announcement: quote.bloomberg.com On CNBC, after Faber and Kernen went through their penguin thing about GTW, ALTR and XLNX, and then the Niles downgrade of the PC related stocks, those guys, as they often do, mentioned that the downgrades came after all these stocks had already been hammered. Next, Maria, on her 2 minutes said that Niles had just called and said he was downgrading now because he saw the PC slowdown extending into next year. Of course, Gateway said that for the remaining history of mankind, practically. Point is, implication was that Niles might have been willing to let one quarter slide, but he sees it as continuing. I'm pretty sure that Niles only looks at PCs and microprocessors, so that's part of the problem, i.e., he doesn't factor in servers, storage, services, etc. A "full-service" analyst is what is needed here, of course, who could see differences between Gateway and Compaq, which are vast, as we know. TV