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

To: Elwood P. Dowd who wrote (31255)	8/19/1998 7:10:00 PM
From: S.C. Barnard	Read Replies (1) \| Respond to of 97611

El! they just showed it again! They said that DELL will have to focus more on servers, networks, etc. not just "the business model","the business model" which the street likes, but large corp customers like GM will not understand, wanting more. Not a CPQ INTC story, though advertised as one!

To: Elwood P. Dowd who wrote (31255)	8/19/1998 7:18:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

El: I misunderstood you - there was also a segment called "MarketWrap" which lasted for half after the market closed which was advertised as a focus on tech stocks but which was mainly one of their own reporters reviewing market movements and market comment, as well as focussed comments from the guy on the floor who had to do all the talking today during the bomb scare back at the CNBC office. In general, they noted that the semiconductors had risen 14% since June but that the warnings and results today from Analog Devices, National Semiconductors and LSI Logic, had reminded everybody just what troubles that sector was still facing. They also noted that Intel and Micron were doing well as people looked ahead and as bouyancy in PC sales were beginning to appear. It was also noted that semiconductors supplying the telecommunications industry were doing well. There was a general consensus that DELL is in a league of its own because of its business model, but cautions from one analyst that it has been ovepriced, is overpriced and will continue to be overpriced so long as it executes but that just as it pops up $10 at a time it will also pop down $10 a time when the correction comes. There were various comments made about a general tech resurgence, one analyst thought that there was a no-news window now until the first week of September but that when warnings began in September the market could correct. It was all wishy washy stuff hardly any, if any, mention of Compaq. You didn't miss much. Victor