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

To: rudedog who wrote (34128)	10/7/1998 7:11:00 PM
From: Stock moghul	Respond to of 97611

LOL! You villainous old man!

To: rudedog who wrote (34128)	10/7/1998 7:14:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

rudedog here are some comments from DLJ that I found on the Yahoo Board. Seems HDI has been perceived as a safe haven, as its been up the last 2 days. I have only a few shares. El Message 39242 of 39246 Reply DLJ Comments ROXYGURU Oct 7 1998 6:21PM EDT DLJ said today, stock come under pressure based on concerns regarding IT spending slowdown and analysts calls that the company was stuffing the channel in Q3. They do not believe the company is experiencing any revenue slowdown or is stuffing the channel. They said they spoke with most of the major distributors who said if anything they could use more Compaq product not less. In fact all said demand remains strong and inventories remain lean. Cpq no longer incentives distributors on a "buy-in" Basis, all rebates are pegged to sales out. Some analysts may be confusing lower prices granted to resellers for product on hand when stock-out product causes those resellers to miss predetermined sales-out goals. In other words, in certain cases CPQ will provide a price break on inventoried product if the reseller misses a sales-out goal due to inadequate supply from Compaq on other configurations. Compaq has caused several resellers to fall marginally short of revenue targets based in inadequate supply of certain desktops and notebooks. They feel that CPQ will post revenues above 9 billion and point to low channel inventories and improved gross margins as a result of a reasonably successful first full quarter of BTO implementation. It remains their top pick in computers.

To: rudedog who wrote (34128)	10/7/1998 7:27:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Another thought from the Yahoo Board.... NBC has been talking all day about foreigners, particularly the Japanese, "repatriating" their money (selling U.S. investments and taking their money home to prop up their own ailing ecomony (banks and stock market)). If there was a great deal of foreign money tied up in CPQ and if what CNBC has been saying all day is true, then this could explain why the large block sales the last several days. Just a thought. Any comments?