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

To: Elwood P. Dowd who wrote (34281)	10/8/1998 1:54:00 PM
From: John Koligman	Respond to of 97611

Yeah, it's funny how history repeats but the newbies refuse to see it. The 1983 tech debacle was worse, but how many of those 'can I make a million with 100 shares' folks were around back then??? John

To: Elwood P. Dowd who wrote (34281)	10/8/1998 1:56:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

The 3Q share numbers from IDC and dataquest will show a sharp increase in share for CPQ and some for HP and even IBM, and a decrease in Dell share, simply because of the measurement basis (shipments from mfg rather than sales to customers). This may come at a bad time for Dell. I think that some of Dell's recent rise was based on the incorrect perception that their market share was rising at a more rapid rate, because of this incorrect reading of the data. We may actually see CPQ catch Dell in share price in 4Q.