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

To: John Koligman who wrote (87745)	12/11/2000 4:02:45 PM
From: Tony Viola	Read Replies (1) \| Respond to of 97611

John, I've seen the rumors about SUNW losing market share to Intel based iron... First, I've never quite heard it called iron. Silicon, yes, as in big silicon, by Paul E. over on the Intel board. Sounds a little funny, well, until McKinley systems come out. Second, have you heard those rumors other than, for example, from that Sanford and Bernstein firm? Like in the real world? Tony

To: John Koligman who wrote (87745)	12/11/2000 4:19:36 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

John... I hate to be so negative with respect to CPQ but the stock and company have trained me well over the last 3 years. I know it is a new dynasty and do respect Capellas but things just don't seem to fit right now. Seems like we've been through this scenario more than once before only to be disappointed in the final outcome. I must admit that I was stunned by Q3's results and can only hope that a little of that magic will rub off on Q4. El