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

To: Merlo who wrote (25456)	5/3/1998 9:34:00 PM
From: Night Writer	Read Replies (2) \| Respond to of 97611

Merlo, Having recently suffered a crash by a bug or unstable Win 95 operating system . I have to agree on Win 98. I also think people will continue to buy computers. What may happen is that Wall Street may decide this is a problem. The street is nervous because the general market is so high, and thus it may over react to any apparent bad news at this point. Look at the reaction to a WSJ article about interest rates last Monday. Financial stocks got hit real bad if I recall correctly. It appears this memo has been widely circulated to analysts. It might have some effect on tech stocks. Compaq is mentioned in the article. I hope this does not happen. We are just beginning to make a come back at this point. NW

To: Merlo who wrote (25456)	5/4/1998 4:59:00 AM
From: Craig Freeman	Respond to of 97611

Merlo -- "I don't think this will have any effect on CPQ as people will buy computers with or without Win 98." If you were planning on buying a computer next month, would you buy it before Win98, then pay $90 extra for the upgrade, and suffer through the upgrade installation effort? Waiting a few weeks makes a lot of sense to me, and I'm willing to bet a whole lot of other people. Late May and early June are likely to be very slow in the retail stores except for profitless "clearance sales". Craig