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

To: NickSE who wrote (26476)	5/22/1998 2:16:00 PM
From: Matt Kaarlela	Read Replies (1) \| Respond to of 97611

Interesting report on Compaq Latin American personal PC sales are up according to Dataquest: 1st quarter sales for 1998 up 9% from 1997. sales expected up 17% by end of year. Compaq led the charge with a 17.1% market share (136,232 units) HP was 2nd with 9.1% IBM third with 8.3%

To: NickSE who wrote (26476)	5/23/1998 11:33:00 AM
From: rudedog	Respond to of 97611

I agree, I believe CPQ mgmt is looking at the merger, market conditions and product introduction schedules to see where they can best build and sustain momentum. I continue to believe that is a late June play driving off of the merger PR springboard. I was actually pretty impressed at the action over the last few weeks given that there was no real news except the leak on potential layoffs, I think that people are looking for the inflection point and are ready to jump on. Especially after the poor showing of Dell after their earnings announcement (which was not bad given the sector). Reinforces my belief that investors wanted to suck the rise out of Dell but doubt its long term potential, and believe CPQ as market leader will be the better stock for second half 98. Assuming that the whole sector does not tank... All of course IMHO