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

To: Andreas who wrote (87850)	12/13/2000 2:06:46 PM
From: MeDroogies	Read Replies (1) \| Respond to of 97611

Well, it's damaged with you. But you weren't going to need much to push you over. I'm not as negative. It's bad, to be sure, but I'm not going to cry and scream over it. And I'm sure that it's nearly as bad on WS as you'd think.

To: Andreas who wrote (87850)	12/13/2000 2:33:33 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

I wouldn't be surprised to see MSFT warn and there will probably be more bad news from DELL. At this level we can expect more tax selling, too. The near-term outlook for the stock is grim. As I've said here before, i expect Greenspan to, at least, change the bias to neutral on 12/19 and that could help stabilize the shares at this level. then we wait for 5-6 months. What fun! NOT!!! At least we are in good company on this trip south with INTC, MSFT, DELL, etc. all recently cut in half. El

To: Andreas who wrote (87850)	12/13/2000 3:51:30 PM
From: Tomcat	Read Replies (1) \| Respond to of 97611

I always find this hard to believe in this computer age, but I have heard from several people that CPQ has no idea how sales are doing in their indirect channel. It takes weeks before they know what is happening. This is where Dell has a huge advantage. They know by the minute how things are going. CPQ also sells a huge amount of machines the last two weeks of every quarter. Almost every quarter I hear of stories about record amounts of machines shipped during the last week. I'll bet Rudedog has heard the same thing. Therefore, MC had no idea how sales were going plus the hope for record breaking sales during the next two weeks. I can only imagine that he feels the next two weeks are not going to be as big as usual.

To: Andreas who wrote (87850)	12/13/2000 6:11:48 PM
From: rudedog	Respond to of 97611

Andreas - I don't think so. I talked with some folks in the financial community - not analysts but people who are pretty savvy - and they said the opposite, that a revision in guidance was appropriate and that given the recent big changes in the business climate (they talked about GDP projections and a bunch of other stuff I didn't follow) that a shift from optimism to maybe a little pessimism was timely. They seemed to think that HP and SUNW were the ones likely to have credibility problems as they have just reaffirmed aggressive targets...