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

To: Elwood P. Dowd who wrote (87852)12/13/2000 2:41:49 PM
From: Seamus McKenna  Read Replies (1) | Respond to of 97611
 
Let's keep a sense of perspective here. When CPQ fell from grace before it was company specific. This time it's industry specific (with a bit of distortion due to Reg. FD thrown in, also not company specific). That doesn't make it any more pleasant but there is a fundamental difference this time to what went before.



To: Elwood P. Dowd who wrote (87852)12/13/2000 4:41:44 PM
From: tonyt  Respond to of 97611
 
>I wouldn't be surprised to see MSFT warn and there will
>probably be more bad news from DELL.

I'm suprised that MSFT hasn't warned yet. The PC slowdown is real, and there is no way that MSFT can offset declining consumer sales with corporate demand.


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