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

To: Bill Fischofer who wrote (12142)	12/27/1997 12:50:00 PM
From: Boplicity	Respond to of 97611

Bill and Ed, re: 1)deflation, 2)two big things will happen, i.e the release of Mercede from Intel, and WIN98 from Microsoft. 3)CPQ's recent weakness has nothing to do with 'manipulation'. What you are seeing is nervous portfolio managers locking in 1997 gains in the face of worries over Asia. Come January 1st these same porfolio managers will be starting a new year flush with cash looking for bargains. 1) Deflation is the worse thing that could happen DO NOT HOPE FOR THIS. 2)Merecede is due in 1999 and is not for the general PC market it will priced over $1K and will be used in servers. WIN 98 release is in doubt. NT 5.0 will have more impact then WIN 98. 3)Fund manager will less money to invest. See below: <<NEW YORK -(Dow Jones)- Net outflows from equity mutual funds reached an extraordinary $9.48 billion for the four days ending Tuesday, Dec. 23, according to AMG Data Services of Arcata, Calif. Though the period was one day shorter than AMG's usual Thursday-Wednesday week, the money managed to flow out fast enough to set a record for the year. Stock funds, which had weekly net outflows only five times in the first 11 months of the year, have now had three more in a row in December - and the latest week's total is more than that of the previous seven negative weeks combined. The week before, outflows came to $1.08 billion. Certainly the market that investors fled in the latest week was one that was falling hard day after day: Both the Dow Jones Industrial Average and the Standard & Poor's 500 index were down three times in four tries, losing a cumulative 3.3% and 2.7%, respectively. The Nasdaq Composite actually had two up days out of four, though they didn't count for much, as the index ended down 3.1% for the period. The star, relatively speaking, was the Russell 2000 index of small-cap stocks, which mostly drifted rather than nosedived, ending the period off 1%. The negative streak may be a calendar effect. According to AMG, stock funds showed outflows in four of the last five weeks of 1996. The one exception was the week corresponding to the latest one, during which they took in a net $3.93 billion. AMG said the 5,160 stock funds it tracks had $1.97 trillion in net assets as of Dec. 23.>> Greg