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

To: Obewon who wrote (11949)	12/22/1997
From: Derrick M. Burns	Read Replies (1) \| Respond to of 97611

The january effect is pretty consistant, however, its just a technical event. i'm a big believer in trading fundamentals. Would much rather own cpq @ 24x earnings than dell@ 42X. If things get ugly, theyre both gonna crater. What # of cpq's sales are into se asia vs what % of their costs? Keep in mind, this is one of the fastest growing industries in the world, are you willing to risk missing the rally over the market feeling heavy? I've got a bid for your stock. Oh yeah, you heard it here first... compusa should buy gateway.

To: Obewon who wrote (11949)	12/22/1997 12:11:00 AM
From: Jorge	Read Replies (1) \| Respond to of 97611

Obe...Not only is the Nikkei down seriously (-530 points), but the S & P Futures are trading at this time down -750 points, which suggests an opening on the Dow at a big, downside......Unless we get a better number prior to Wall Street's opening the S&P Futures suggests an opening of about -90......George

To: Obewon who wrote (11949)	12/22/1997 8:16:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

'nuf already, I say. I guess this Asian thing has been going on for long enough, by now i would think everybody 'kinda' knows this is going to have an effect on the U.S economy (currently estimated at .5%-1% of GDP)and the world. So my contention is that at some time point U.S market will have to decouple from the Asian markets. It is about time U.S markets take the leadership position instead of following Asian markets. Come on, it is them who is going bear the brunt of the problem, 'cus as far as I know our economy is in terrific shape.