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

To: Captain Jack who wrote (12487)	1/1/1998 7:43:00 AM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

A Paine-Weber analyst was on CNN this morning touting MSFT, Oracle, and CPQ. She said that CPQ would not be impacted negatively by the Asian Crisis, whereas IBM would. Said she could not recommend IBM at the 100 level. Stephen

To: Captain Jack who wrote (12487)	1/1/1998 5:59:00 PM
From: hpeace	Read Replies (2) \| Respond to of 97611

JOhn, cpq makes 15% plus on thier sub 1k pcs. there are research reports pubished on this the analsyt just wanted to lock in their yr end bonuses and cpq is 70% owned by funds. the funds used cpq's inventory levels which were 5 weeks to sell the stk even though that 5 weeks was down by 50% over other yrs. the analsyt also failed to understand that during Chrsitmas you have the inventory or you miss the sale and the bto program is changing dealers from 5000 to 400 so the 400 have to have twice the inventory to handle the business volumes without missing sales. the next question is how are they going to react when 1q 98 sales are below 4q97. they are every yr...and it's a so what. but, it could be the next excuse. I posted the scope on this last nite.