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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: William H Huebl who wrote (16570)	4/15/1998 6:18:00 PM
From: Tom M	Read Replies (1) \| Respond to of 94695

Bill, regarding the "trigger" for tomorrow, I have a potential scenario that depends on DEC announcing bad earnings pre-open that will trigger a major selloff in both DEC and CPQ, continuing the panic in INTC toward's Kurlak's $60 figure, & starting a good 'ol tech selloff in prime form. The reason I think DEC could disappoint is they announced with their last earnings in Jan that they needed this Q's estimate lowered to .43 from .65 & I don't think many were paying much attention as I never see anyone mentioning it or lowering estimates in any timely manner. Of course I don't know, but I think this will be a rough Q for DEC as they usually get hit terribly by a strong dollar (& this Q was mega-strong), and had horrible Asian impact for last Q and predicted at the time at least into this Q. Add the FUD that HP & Sun have been doing this Q to try to stop DEC sales and steal customers, and then add the "quiet period" for the merger where they can't defend themselves, and I feel they'll have to be VERY lucky to make their numbers. A DEC miss alone won't panic many, but CPQ is joined at the hip right now, and CPQ has been the most actively traded share more than not since Jan. Just a possibility, Tom