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

To: JWASS who wrote (32609)	9/10/1998 1:59:00 AM
From: Night Writer	Respond to of 97611

JWASS, Trust me it didn't go unnoticed. Nor did Dell's Asian growth comment go unnoticed. Since we acquired DEC, CPQ has the number one Asian sales position. Dell had a smaller position. CPQ had a larger amount of sales to be impacted by the economy. People are still buying computers, just not so many. It is logical that a smaller newer market position would grow and a larger older position would suffer under these circumstances. CPQ is not losing the market. It will just be tough to grow a large segment of the market in poor economic times. Not unexpected IMHO. Let us wait for the numbers. Correct me if my logic is bad. NW

To: JWASS who wrote (32609)	9/10/1998 8:55:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Have you looked at the current percent contribution from this market to overall CPQ sales? The reason I did not feel compelled to discuss this article is that it just is not very significant. It would have virtually no impact on earnings or growth numbers any time soon, and it is a temporary condition resulting from field consolidation. As an investor I am concerned about things that are likely to affect the stock price. A 1% drop in European sales would have a much larger impact...