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

To: Bill Fischofer who wrote (27926)	6/21/1998 2:53:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 97611

Bill, Re. . I expect CPQ to hit 100 over the next 18 months due to this confluence of forces. This sounds like music to the earns to us CPQ believers. Could you, however, comment on the kinetic aspects of this climb? I am in agreement with your assessment semiquantitatively, although somewhat unsure about "how fast" and "how soon". Regards, Ibexx

To: Bill Fischofer who wrote (27926)	6/21/1998 11:18:00 PM
From: Michael Prescesky	Read Replies (1) \| Respond to of 97611

Bill: I agree with points 1-3 of your post, but it would seem that Windows 98 is almost a minor upgrade to Win 95 (OS 2), and perhaps won't generate quite the tidal wave you suggest. A mighty ripple, perhaps! Mike

To: Bill Fischofer who wrote (27926)	6/22/1998 9:59:00 AM
From: Night Writer	Respond to of 97611

Bill, I think the Y2K problem could really drive the purchase of new systems also. Not so sure about WIN98. The general public's reaction is not very reliable. However, I think a good number are holding off on routine purchases for WIN98. NW

To: Bill Fischofer who wrote (27926)	6/23/1998 6:43:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 97611

Bill Fischofer. Re: "CPQ is now ideally positioned to extract maximum benefit from this phenomenon in the final 18 months leading up to January 1, 2000." I am long cpq and your 100 prognostication in 18 months is music to my ears. But why is cpq more "ideally" positioned than say IBM to get maximum benefit from the Y2K phenomonon IY0? HL

To: Bill Fischofer who wrote (27926)	6/29/1998 4:18:00 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 97611

Initial Windows 98 Sales "Better than Expected" As predicted, the "surprises" have started. In an article in today's Wall Street Journal (available at interactive.wsj.com to subscribers) entitled "Personal-Computer Sales Were Hurt by Long Wait for Windows 98 Release" we get the first glimpse of the Street waking up to the reality of the marketplace. I particularly enjoyed this passage: Pent-up demand for Windows 98 appeared to be so great that an estimated 277,000 copies of the system were sold in U.S. stores within the first 24 hours after being launched last Thursday, according to PC Data. That number nearly matched the estimated 300,000 copies of Windows 95 that were sold the first day that system was launched three years ago, amid a marketing blitz by Microsoft that far overshadowed last week's low-key launch. Microsoft officials said they didn't yet have any specific estimates, but added that anecdotal data indicates the initial sales of Windows 98 are running ahead of their expectations. In addition to the strong sales results reported in stores, the officials say the company received a healthy 120,000 advance orders for the software upgrade. "In general, the analysts have underestimated how well this product would perform," said Yusuf Mehdi, Microsoft's director of Windows marketing. Watch for a mad scramble as analysts plug these "surprises" into their spreadsheets and recalculate the effect on 2H98 earnings across the PC sector.