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

To: Elwood P. Dowd who wrote (23972)	4/6/1998 9:27:00 AM
From: oliver	Respond to of 97611

DEC's earnings on April 16, before market open. CPQ on April 15, before.

To: Elwood P. Dowd who wrote (23972)	4/6/1998 5:14:00 PM
From: Jimbo Cobb	Respond to of 97611

El: I am ticked that I didn't jump in for some NSM this morning...don't like it long-term, but NSM has been beaten-down for quite awhile and was looking for an excuse to bounce...this was it, for sure...probably at least one more day up, but I won't buy it here. Wonder if CPQ will use any of the new NSM chips ??? Still think INTC is so far out in front, the little gnats like AMD and NSM won't hurt them too much, but they keep causing the ASP's to fall, so they are definitely at least impacting Intel's margins if nothing else. Jimbo.

To: Elwood P. Dowd who wrote (23972)	4/6/1998 11:25:00 PM
From: Jimbo Cobb	Read Replies (3) \| Respond to of 97611

Hey Elrod, do you see today's NSM news as positive or negative for CPQ ?? I think these box makers will be cutting their own throats if they try to push $500 PC's over $2500 PC's... How about you ??