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

To: Night Writer who wrote (96412)	3/20/2002 7:19:26 PM
From: Elwood P. Dowd	Respond to of 97611

NW: I just heard CNBC's Ron Insana interview Chuck Hill of First Call. Hill is bullish on techs and when Insana asked him for his take on INTC's news today, Hill stopped him short and said that INTC didn't issue any news or warn but that it was an analyst who had reduced the earnings estimate for the company. Hill went on to say that he thought that INTC would meet or beat the consensus for the Q and that the future looked good for techs. Art Cashin, who also was involved in the interview, endorsed Hill's outlook for the tech sector. Sooooooooo, I guess it all boils down to whose outlook you may care to believe. I'll take Cashin and Hill over Kumar and Joseph any day. El

To: Night Writer who wrote (96412)	3/20/2002 7:26:02 PM
From: hlpinout	Read Replies (1) \| Respond to of 97611

3/20/02 JP Morgan H&Q COMPAQ COMPUTER reiterated Market Performer at JP Morgan H&Q News.com investor.cnet.com

To: Night Writer who wrote (96412)	3/20/2002 7:34:32 PM
From: hlpinout	Respond to of 97611

David Tzeng, Taipei; Willie Teng, DigiTimes.com [Tuesday 19 March 2002] Amid the ongoing economic slowdown and heightened competition in the notebook market, international notebook vendors are now often adjusting monthly orders a month prior to scheduled shipment dates, presenting great challenges to Taiwanese notebook makers’ flexibility in production and component procurement. In the past, vendors typically confirmed orders two months before the shipment dates. However, to avoid losses from supply shortages and excessive inventory, vendors are now reevaluating their orders weekly. Sources pointed out that the adjustment could sometimes vary by more than 50% from the original amount agreed upon by both the vendors and the contract manufacturers. Compaq Computer told Arima Computer before January that February orders for the Presario 700 notebook would be around 40,000-50,000 units, sources said. However, Compaq, which relies heavily on retail sales, found out that demand from retailers for the Presario 700 was much higher than expected. Hence in January, Compaq raised February orders to Arima for the Presario 700 to 90,000 units, source said, and Arima were unable to complete the modified amount. According to Compaq and Arima’s agreement, the client is allowed to adjust orders one month prior to the shipment dates, but only by 20-30%.