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

To: Elwood P. Dowd who wrote (35421)	10/27/1998 6:05:00 PM
From: PCSS	Respond to of 97611

El, before you leave us for a day or two <ggg> the following is from today's street.com written by our buddy Herb Herb on TheStreet: Why Gateway's Numbers May Not Be All They Were Cracked Up to Be By Herb Greenberg Senior Columnist Investors who bid up Gateway 2000's (GTW:NYSE) stock in recent days, after the company's earnings beat analysts' estimates, may want to take a closer look. The real story is with sales, and it appears if Gateway hadn't rolled out retail stores, sales growth would've been downright dismal. According to several analysts, if it hadn't been for the stores, Gateway's core business of selling directly to its customers would have lurched ahead at a meager 4% or 5% for the quarter, "and that may be signaling potential trouble," PaineWebber analyst Don Young wrote in a report to his clients. Trouble? This is the guts of Gateway's business we're talking about. Gateway launched the stores so consumers could touch and feel its products. If all went well, orders would then be placed at the stores rather than over the telephone, and the PCs would be delivered a week or two later. It was like a very expensive billboard. It would be one thing if the stores added incremental growth, but Young calculated that during the quarter they were responsible for as much as $250 million of Gateway's $310 million in growth. Gateway officials couldn't be reached, and they've been notably mum on specifics about the stores. But longtime PC stock skeptic Fred Hickey, publisher of the High Tech Strategist newsletter in Nashua, N.H., thinks this latest glitch is just another sign of the trouble facing Gateway and the PC crowd. He's not even sure how you can quantify how many sales came from the stores, or how many sales went direct but were sparked by trips to the stores. All he knows is that "they had to go to great lengths to keep demand growing at a slower pace than a year ago." Indeed, to get that 21% gain, which was less than analysts had expected, Gateway had to cut prices, digress from its original game plan by opening more than 60 stores, offer financing to customers and embark on a big and expensive advertising campaign. "And you had a seasonal, one-time benefit from Windows 98, which is the only technology driver you'll have going forward," he says. And even that didn't help. Can't wait to see what they do for an encore. ANYONE HERE HAVE ANY COMMENTS ??? Michael

To: Elwood P. Dowd who wrote (35421)	10/27/1998 6:34:00 PM
From: rupert1	Respond to of 97611

Elwood: Brazil to devalue - nuts! If it makes you feel any better I am revising my prediction that CPQ will not breach the $30 trading range at least before the third week of November. I am bringing that forward ten days. Thought I'd let you know before the market gets wind of my upgrade. Least I could do. Don't want you perishing in the rough. Victor

To: Elwood P. Dowd who wrote (35421)	10/27/1998 7:43:00 PM
From: Jimbo Cobb	Respond to of 97611

El: You can't stay away from this thread if you wanted to...whether CPQ is 25 or 35 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! jajajajajajajajajaja Jimbo.

To: Elwood P. Dowd who wrote (35421)	10/27/1998 9:12:00 PM
From: Night Writer	Respond to of 97611

You must have a nice weather forecast or confidence that we are going over 30 shortly. Indian Summer coming your way? NW

To: Elwood P. Dowd who wrote (35421)	10/27/1998 9:36:00 PM
From: Night Writer	Read Replies (2) \| Respond to of 97611

OK some amateur technical talk. We touched the upper bollinger band today and the RSI is 50. This is suppose to be good news. The trend should continue. When the stock touches the upper Bollinger band and the RSI is above 70 it is a good time to sell calls. I have no idea what this means. I have studied the charts with this recently acquired wisdom in my head. It looks like it should work. So I'm trying it out. El, if this technical stuff is true, you can start posting tomorrow afternoon. <g> NW If the share price is at the upper Bollinger Band but RSI is less than 70 then the trend will continue. iqc.com

To: Elwood P. Dowd who wrote (35421)	10/28/1998 2:40:00 PM
From: Jimbo Cobb	Read Replies (4) \| Respond to of 97611

PC's going the way of the dinosaur...get out now !!!! biz.yahoo.com

To: Elwood P. Dowd who wrote (35421)	10/29/1998 12:06:00 PM
From: Roads End	Read Replies (2) \| Respond to of 97611

EL..Don't be bashful, you can come back now. Steve

To: Elwood P. Dowd who wrote (35421)	10/29/1998 5:13:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

El is out there reading this and he wants to post so bad his fingers are hurting, BUT CPQ came up just short............................. too bad El.......................................................... maybe tomorrow you will be allowed to post on this thread........... until then....... jajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajajaja Jimbo.