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

To: PCSS who wrote (34384)	10/9/1998 9:03:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

But he did say that CPQ would benefit from the Asian crisis and when Joe Kernan said that INTC and AMD will have and did have better than expected earnings he said something to the effect that like INTC the second half of the year is CPQ's best 2 quarters also. That, to me is about as close as he could get to saying "upside surprise." He said the DEC deal is integrating fine, that they are on schedule, and that inventory is at all time low. I thought he was excellent! Sure, you had to read between the lines a little, but that is the way he is. Furthermore, we are only 3 days from earnings. Very positive, imho. I LIKED IT! El

To: PCSS who wrote (34384)	10/9/1998 9:07:00 AM
From: Bipin Prasad	Respond to of 97611

I agree that he did not hype regarding stock price, how ever that's his style, isn't it? If CPQ offers buy in deal, that will eat up margin. Inventory is most important issue here. We got hit hard because of this false rumor. Seeing higher demand in 3rd and 4th qr is very positive. You are right he could hype a little bit with that much information! I see earnings in line from his interview, way over my 0.03. I might be happily wrong with my waaaay low EE. ^_^ Good trading Michael! InSook