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To: Bipin Prasad who wrote (39903)	10/14/1998 11:13:00 AM
From: DJBEINO	Read Replies (2) \| Respond to of 53903

10:47 [CPQ] COMPAQ SAYS Q3 PC DEMAND IS EXCELLENT IN US, EUROPE. 10:49 [CPQ] COMPAQ SAYS PC PRICE COMPETITION EASED SOMEWHAT IN Q3. 10:47 [CPQ] COMPAQ SAYS COMFORTABLE WITH Q4 EARNINGS VIEW OF 37 CENTS/SHARE.

To: Bipin Prasad who wrote (39903)	10/15/1998 10:56:00 AM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 53903

Insook, IMHO it may be even tougher come Nov. 2. Merrill is expected to offer a free 4-month trial to its "research" starting 11/2. That's just too cool! Kurlak's excellent on the macro-level (his call on the $SOX trading below 200 when some of the lessor lights were prematurely calling a bottom was a great call), but since IMHO the guy's company-specific research seems to at times border on "experimental prose", this could be fun <g> Good trading, Tom