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

To: Kenya AA who wrote (37873)	11/30/1998 10:42:00 AM
From: rupert1	Respond to of 97611

KenyaAA; Not much to add to what I said about the difference between "average" and "consensus". Kumar downgrading GTW and affecting the sector gives us all an opportunity to buy CPQ lower because Kumar's infleunce is usually transitory. Victor

To: Kenya AA who wrote (37873)	11/30/1998 11:28:00 AM
From: Night Writer	Respond to of 97611

IMHO I think Kumar has become the Ax on semiconductors beating Kurlak out by his recent calls on Intel. He reputation on semi's is now carrying some weight in the computer area. Currently, I don't think there is a real Ax on computers. Kumar could become a very strong voice in this area if he is correct. I recently read that analysts have not revised the 1999 earnings for companies. They have become dependent on company guidance and are not working the numbers on their own. The current wisdom is that many 1999 earnings numbers should or need to be adjusted to reflect the current world economic situation. If 1999 needs updating and Kumar does his own home work to revise 1999 numbers to more accurately reflect 1999, he could develop a great reputation in computers. If he is right. His call on Compaq third quarter earnings right before the earnings announcement was not correct at .04. Compaq came in at .07. He did the same stunt right before an Intel earnings announcement earlier this year and he was correct. Appears he was trying to do the same thing with Compaq, but missed the mark. If I remember correctly, Kumar worked for Intel as an engineer. As optimistic as he is on Intel, you would think he would be optimistic on Intel's largest client. I think the jury should still be out on Kumar's computer calls. NW