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

To: Elwood P. Dowd who wrote (90988)	4/30/2001 4:05:39 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

DELL UP, CPQ DOWN !!!!!! Doesn't matter what the news is, the result is the same..... Jimbo.

To: Elwood P. Dowd who wrote (90988)	5/1/2001 2:19:57 PM
From: profile_14	Read Replies (1) \| Respond to of 97611

El, Capellas was just on TV. Sounded fine. Mentioned the SBUX alliance in a way that inferred pull-through demand. Maybe Jimbo can get some fiber and a cup of coffee - decaf I hope. Dell increased share, but it will be interesting to see what their net is going to be. I bet you that it does not look that great, even after the reductions. Analysts reducing estimates are being gracious in advance of their earnings. Probably since they are their darling company.