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

To: Roads End who wrote (33461)	9/25/1998 2:03:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

The Dellheads were jumping all over CPQ's statement a couple days back that Asia growth is not as good as expected. This excerpt from a Briefing.com overview of Dell's meeting with analysts has a statement from Dell's CFO that shows Dell may not be immune either... In terms of worldwide sales, Dell continues to see strength in North America and Europe, notes Niles, and some growth in Asia/Pacific, "but [CFO Tom] Meredith said it wasn't as much as Dell would like to see." Translation: Investors may see a dip in Asia/Pacific growth. John