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

To: JEFF GREGERSON who wrote (21103)	3/9/1998 4:57:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Jeff.... Bob Pisani on CNBC was saying that he didn't listen to the Dell CC, but that immediately after the call, DELL dropped 2 points and that it was his opinion that "someone had heard something that he didn't like" in the CC. Stephen

To: JEFF GREGERSON who wrote (21103)	3/9/1998 4:59:00 PM
From: Andreas	Read Replies (1) \| Respond to of 97611

Another even more important news flash - Merrill Lynch downgrades the Tucker Motor Car Company (40 years after its demise). A spokesman for Merrill Lynch stated "we're known for our timely upgrades and downgrades after the horse has left the barn - we strongly believe in the old adage better late than never). Rumour has it Merrill Lynch will upgrade TWA tomorrow.

To: JEFF GREGERSON who wrote (21103)	3/9/1998 9:57:00 PM
From: E.H.F.	Read Replies (2) \| Respond to of 97611

<The news on non-Intel chips gaining market share doesn't surprise when you visit computer retailers the ubiquity of Intel is not what it used to be. I view Compaq as most fully diversified pc play out there with great sub-1000's from Cyrix and AMD, and in the future a reinvigorated Alpha line on the high end. Intel will still control that very lucrative middle but under increasing pressure on both sales and margin. > I agree with you. This past Saturday I went to a nearby navy base to do some shopping, and as I was there I went into the computer/electronics section. Nothing but Compaqs...I hope that is military wide. I went up to a stock boy and asked him if people were buying computers. He said yes...I asked which ones and he told me that he didn't know but that it was model #2240. Chased down the model and it was their sub 1,000 PC...$850 bucks with AMD's K6 chip. The stock boy had followed me and he volunteered that the one next to it was doing pretty good too...Intel chip 133 MHZ. I can't remember the price for that one...I believe it was $1300 plus. Both were sans monitor, which was extra, and nothing but Compaq monitors were there. When this Asian Crisis is over, I think that CPQ is going to be selling untold numbers of sub 1,000 PCs over there. That's the thing that I see as a lock job, and was the primary reason why I bought in on Thursday. DEC is an incidental positive, but if that's all I was banking on I'd never have come in in the first place. I think we're okay, and I think that the shorts are going to start shaking loose. E.H.F.