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

To: Seamus McKenna who wrote (89307)	1/27/2001 11:17:16 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Seamus... thanks. It seemed unlikely that everyone else would warn and DELL wouldn't, especially considering the incredible GTW earnings shortfall. I guess DELL had warned or lowered guidance for the Q earlier but that was before anyone knew that December would be a complete disaster. Hopefully, this is where CPQ's image changes. The time has come for CPQ to move on its own merits, independently of the boxmakers. El