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

To: Elwood P. Dowd who wrote (30982)	8/17/1998 2:50:00 PM
From: CGarcia	Read Replies (1) \| Respond to of 97611

But wait til our earnings come in El...We'll be at $50 by year's end!

To: Elwood P. Dowd who wrote (30982)	8/17/1998 3:05:00 PM
From: Chris Le	Read Replies (1) \| Respond to of 97611

>>>NW... Dow up 142, Nas up 22, CPQ unch! Looks like this pig is stuck in neutral again. El <<<<< true, maybe the options experts out there can shed some light on this. Wouldnt it benefit the MM's if compaq closes below 35 and options expire worthless?

To: Elwood P. Dowd who wrote (30982)	8/17/1998 4:11:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

INTC ROCKS !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! YES !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

To: Elwood P. Dowd who wrote (30982)	8/17/1998 5:14:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

If you don't like this pig, sell it and stop complaining !!!!!!!!!!!! 3.

To: Elwood P. Dowd who wrote (30982)	8/17/1998 6:36:00 PM
From: Night Writer	Read Replies (2) \| Respond to of 97611

El, Focus on the long run. Option buyers got rich last month. This month may be different. Here is an interesting news article. Later, gotta catch the news. NW Data Warehouse Market Dominated by Eight Companies MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Aug. 17, 1998--According to a recently released market research study from Palo Alto Management Group (PAMG), eight companies together accounted for 46% of user expenditures for data warehousing/decision support solutions in 1997. Led by IBM, today's top players include Oracle, NCR, Hewlett-Packard, Compaq Computer, Sun Microsystems, SAS Institute and Andersen Consulting. According to Michael P. Burwen, the study's director and PAMG's president, "In 1997, users spent nearly $15 billion on data warehousing worldwide. Those eight companies accounted for 85% of the systems business, 45% of the packaged software business and 57% of the service business. This record is remarkable given that there are at least 200 companies participating in the market. "Although I don't expect that these market shares will hold in the long term, there is no doubt that all these companies will continue to be major players and will enjoy rapid growth in this market which is increasing at better than 50% annually. "I don't believe there is room for more than one or two more systems companies in the market, says Burwen. Sequent Computer and Silicon Graphics are pushing hard in this business and each has a chance to become a top multinational player. Almost anyone else I can think of will have to buy their way in, or will be confined primarily to regional markets." In contrast, the software and services markets are wide open. Big Six firms and the services divisions of the major systems vendors always have a built-in advantage with large enterprises, and nearly all of them are emphasizing their Data Warehouse "practices." But there are plenty of both niche and general opportunities for independent services firms. The opportunities in the software arena are practically boundless and software is the fastest growing part of the data warehousing business. We expect to see the ERP folks, such as Baan, PeopleSoft and SAP and a lot of vertical specialty firms jumping into this market with both feet. Users are looking for answers, not piece parts, and it's the software and services companies that will furnish most of those answers." Entitled "Data Solutions II," the study is based on 375 interviews conducted in North America, Europe and Japan, most of which were conducted over the Internet using one of the most in-depth questionnaires ever devised for Internet-based research. The study is available from Palo Alto Management Group, Inc., a leading market research and consulting firm specializing in the data warehousing and decision support markets. Documentation describing the study and a white paper may be found at www.pamg.com/dbsolutions. --30--ge/sf* eh CONTACT: Palo Alto Management Group William I. Dollar, 650/968-4374 datasol@pamg.com