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

To: Satish C. Shah who wrote (30050)	7/29/1998 8:27:00 AM
From: PCSS	Respond to of 97611

CNBC's SqwackBox is currently having a roundtable discussion on what stocks to watch (on the table is Cramer and 2 other analysts) Their comments so far: 1) Tech stocks will soon lead the way up out of this minor profit taking adjustment we have been having lately 2) Tech stocks above the 24 multiple are precarious investments 3) The Tech stocks which are buys and are currently valued lower than they should be are: CPQ, INTC and IBM 4) Cramer has said some out-of-character good things about investing in CPQ Michael

To: Satish C. Shah who wrote (30050)	7/29/1998 8:28:00 AM
From: rupert1	Respond to of 97611

Thread: In a CNBC roundtable involving Cramer and two fund managers chaired by Haines on CNBC just now, the view is that it may be a bear market, from one guy, but that its is a difficult correction, from two including Cramer. Cramer opined that if there is to a next leg up its will be led by CPQ and INTC and IBM and he disagreed with Kurlacks's negative call today on INTC and the semiconductors. He said CPQ and INTC have passed through their correction and have put right inventory problem. The other two agreed on IBM and one of the other two agreed that IBM, CPQ and INTC represented fundamental value and good timing and represented their major holdings. Victor