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

To: John Koligman who wrote (34351)	10/8/1998 8:50:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Dell Negative on Demand for PC-TVs AUSTIN, Texas (AP) -- Michael Dell is no fan of computers that double as television sets, an idea aggressively promoted by high-tech rival Compaq Computer Corp. Dell, founder and chief executive of Dell Computer Corp., the world's biggest direct seller of personal computers, said Thursday that the two activities -- TV viewing and computing -- are too different to be combined in one room of the home. ''What it means is you get a really bad personal computer and a not-so-good TV,'' Dell said at a technology conference for the Society of American Business Editors and Writers. ''A lot of the PC-TVs don't have the resolution.'' By the year 2006, consumers will have to replace or convert their existing analog TV sets to receive signals from broadcasters sending cinema-quality digital television, which can also operate as computers. Compaq has used that deadline to actively pursue developing a PC-TV market, last year unveiling a combination ''PC Theatre'' with Thomson Consumer Electronics Co. The Houston-based company says it sees PC-TVs as a way to spread computer wares into the living room. Indeed, many in the computer industry dream of turning desktop machines into full-fledged entertainment systems, with users doing far more than just word processing, games and other basic applications. But Dell said if he personally came home and needed to send electronic mail and his children were watching an animated film on the PC-TV, he'd still wind up needing a computer outside the living room. Round Rock, Texas-based Dell Computer, which deploys a direct sales force and does nearly $13 billion in business, hasn't found a market for the product. ''Will there be a specialized market? Sure,'' Dell said about PC-TVs. ''There's a percentage of the population that will buy just about anything

To: John Koligman who wrote (34351)	10/8/1998 11:30:00 PM
From: Hightechhooper	Respond to of 97611

Hi John, To be honest cpq was a short term (2 week) attempt to ride the last upwave in the market before testing new lows at the end of the month. Unfortunately for me, Mr. Greenspan had other ideas and he has caused this debactle a couple of weeks sooner than I expected. Based on comments from intc, mu, dell, gtw it is clear that Q3 will be a good one and given cpq's consistent message of a Q4 benefit from the dec acquisition a sub $30 price was too hard to pass up....at least that is the way it looked before the g7 came up empty handed and mr. greenspan decided to share his views that the sky is falling. So not only did I miss the opportunity to make some money on the downside, now it is costing me money...not a pretty combination. For now I am hoping that EP can deliver the goods and the market can stay neutral at least for tomorrow and next week. If greenspan keeps his mouth shut we will be OK! To answer your question I have observed this action for this week and today was especially troublesome and caused me to wonder if the earnings outlook is as good as I originally hoped....this action will prevent any quick bounces unless EP is very bullish which is unlikely in this environment...however, that is his bias so I am hoping for the best at this point. I don't want to stay in long because I would expect more market anxiety as Q4 earnings approach and the slowing economy begins to impact even more companies This is what I get for a one week trade I guess... good luck to you