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

To: SDNA who wrote (25952)	5/9/1998 3:20:00 PM
From: Andrew Shih	Respond to of 97611

To All: Win98 impact on near-term sales. I am a long-time Windows user and from my POV upgrading from Win95 to Win98 is probably going to be a painful experience. Even if there is a free-upgrade for people who purchase systems now, isn't it entirely possible that many people will wait until Win98 comes pre-installed? While this is only a small delay in purchases by the end user, it would act to offset many Q2 sales to Q3. How will this affect this quarter with the additional impact of the DEC merger? I have a position in Compaq that I wouldn't mind adding to if it dips down into the 20's again. For that matter, if Dell falls from the same worries, I wouldn't mind picking some up in the 70s. -Andrew