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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: G.M. Flinn who wrote (32999)	3/8/1998 12:53:00 AM
From: john dodson	Read Replies (1) \| Respond to of 176387

Proposed explanation of why CPQ split the last time: Didn't CPQ authorize a bunch more shares the last split -- many of which were used to acquire DEC? It could be that simple: they wanted to authorize more shares to easily buy DEC (and whoever else they want in the next few years). So, rather than just nakedly authorizing more shares, they threw in a split to maximize the share currency purchasing power. Just a thought, JOhn Dodson

To: G.M. Flinn who wrote (32999)	3/8/1998 1:00:00 AM
From: Kenneth R Miller	Read Replies (4) \| Respond to of 176387

Monday may not be so bad ... if you consider most investors can make the distinction and if you consider the recent stock action of CPQ, then most investors have steered clear until they see some earnings... DELL has already shown their earnings.. no problem there. I think if money is coming into the techs.. DELL will get their share. CPQ may go to 20 after all... Not a good time to buy CPQ.. maybe some oil or retail or MSFT.. Monday should be a fun day to see if this bull market still has legs...

To: G.M. Flinn who wrote (32999)	3/8/1998 1:55:00 AM
From: freeus	Read Replies (3) \| Respond to of 176387

Hi all, Article from IBD for Monday March 9, Shocker Compaq warning: Break-even first quarter The No.1 PC maker said after markets closed Friday it will only break even in the first quarter. Analysts expected a profit of 35 cents a share-or around $550 million. It'll be the worst performance since Eckhard Pfeiffer took over as CEO in 1991 and ends a seven'quarter string of double-digit gains. Compaq blamed "competitive conditions" in the U.S. market, which will cause it to cut prices and promote aggresssively. Implications: Compaq says it must accelerate its move to a new PC distribution model-one designed to trim inventories. It also said sales for the quarter would be about $5.8 billion, the same as a year earlier.(my bold) News of a slowdown is in sharp contrast to the blowout January first quarter at Dell, where earnings rose 59% as sales jumped 55%. It is on the first page. Do you think that will help investors see the difference on Monday? Freeus