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

To: John Koligman who wrote (91279)	5/15/2001 2:38:37 PM
From: profile_14	Respond to of 97611

John, I think it will be a quiet summer for PC stocks for two main reasons. First because of the price war underway, which virtually guarantees that earnings will suck all the way around, irrespective of spin at ANY company. Second, because historically, it has been the slow annual part of the business. With that, it is likely to see new 52 week lows being set if there should be some lousy news in the horizon. I think the analysts and investors have to be convinced that there is merit in investing here again since it is a self-destructive path which is being taken by Dell and Compaq, to name just two. For Compaq, it has the services division along with storage to support the firm. With Dell, it has a slightly better production model. Who wins? Who knows, but it ain't going to be pretty in the interim. Personally, I would put it in terms of who loses the least. Best regards,