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

To: Night Writer who wrote (8116)	10/29/1997 9:13:00 PM
From: Meathead	Read Replies (2) \| Respond to of 97611

NW - looks like there was a 250k volume spike 50 minutes before closing on CPQ, Dell traded 660k in the last 5 minutes. Based on my analysis, I find it hard to believe Dell will miss the expectations which are, courtesy of Zacks; Dell Q3 .65 10% EPS increase over Q2 CPQ Q4 .83 15% EPS increase over Q3 Seems a little low for Dell and agressive for CPQ based on historical data, then again, CPQ has turned the growth engine on full blast. I don't know what the whispers are Here is my analysis on Dell techstocks.com Here is Gabriels techstocks.com I suspect Dell will come in somewhere in-between both of our analysis .70 to .72. Something would have really had to go out of whack to miss .65 espically in light of IDC's latest report on market share and growth. MEATHEAD