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

To: Richie who wrote (36433)	11/12/1998 7:33:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Nov 12, 1998 (6:31 PM ET) - The Motley Fool Evening News Dell Computer (Nasdaq:DELL - news) fell $2 3/4 to $69 3/16 in advance of reporting third quarter earnings of $0.28 a share, compared with a split-adjusted $0.17 last year and analysts' mean estimate of $0.27. Revenue grew 51% to $4.818 billion from $3.188 billion a year ago. During the quarter, Dell surpassed the $10 million a day mark on sales made via its website, www.dell.com. The Internet now represents 20% of the PC maker's business. The company's return on invested capital was 190%, while gross margin remained flat at 22.5% and operating expenses fell slightly. What rocked Dell's shares today was some nervousness among investors ahead of the earnings report, plus Compaq Computer's (NYSE:CPQ - news) announcement that it will start selling computers directly to customers, copying the successful Dell model.

To: Richie who wrote (36433)	11/12/1998 8:02:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Richie - Off Topic Yes, I've heard Kernan mention several times he is from your area, he did spend time in California as a broker also. How's the Z? Went for a spin over some nice backroads here today, nice sunny fall day. Love to hear those four exhaust pipes sing the 'Italian opera' when I run through the gears.... By the way, a close friend I used to work with is from your area, lives in Milford and works out of the IBM office downtown.... John