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

To: Loki who wrote (19137)	3/3/1998 10:17:00 PM
From: Night Writer	Read Replies (2) \| Respond to of 97611

Loki, You have an excellent memory. I will have to do some searching to verify my $499 education compaq computer memory. Do you remember the Apple hammer throw on the super bowl? I don't remember the year.<g> NW

To: Loki who wrote (19137)	3/3/1998 10:21:00 PM
From: Roads End	Read Replies (1) \| Respond to of 97611

From Thestreet.com It's already old news that Compaq Computer's (CPQ:NYSE) normally cocky CFO Earl Mason startled a lightly attended gathering of portfolio managers meeting at a Merrill Lynch conference in San Francisco yesterday when he started talking about price compression and softness in Japan and Asia. According to one of those in attendance, Mason said that he's "fact free" because he hasn't seen the February numbers yet. But he added, "the risks are building." (Hear that Jim Cramer? Recall his ebullience after Compaq's recent presentation at Goldman's tech conference. Ouch.) "I was standing in the back of the room very calmly," my spy continued, "and after he said that about 10 people (presumably long Compaq) ran out of the room. It was hysterical." Easy for her to say. She's short the stock. My fly on the wall wonders if Mason's comments indicate that Compaq may have a tad too many prematurely shipped computers gathering dust somewhere in its distribution channel. He didn't directly address that issue, she said.