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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (83825)	12/5/1998 11:58:00 AM
From: TCBinAugusta	Read Replies (1) \| Respond to of 176387

A good point - and hopefully is the case! TCB

To: Chuzzlewit who wrote (83825)	12/5/1998 12:39:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Chuz - The IMAC is an apple product

To: Chuzzlewit who wrote (83825)	12/5/1998 12:55:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Another perspective - Unlike last winter, when the industry had what Niles calls a "recipe for disaster" -- rapidly declining PC prices combined with lower demand due to the Asian contagion -- there is now an undersupply throughout the channel. PC vendor Tech Data (TECD:Nasdaq) reported Tuesday that it is having problems getting its hands on enough boxes. "I'm pleased as heck that they are having shortages," exclaims Niles, noting that Tech Data is very close to the customer end and thus has a good read on demand. This also should help Compaq's first quarter, Niles explains, because customers won't be able to get PCs until 1999. For PC companies, the first quarter is traditionally much slower than their fourth quarter. Niles predicts Compaq will earn 40 cents a share in the fourth quarter, somewhat below last year's 43 cents a share but above the consensus estimate of 36 cents. "This is a pretty tough quarter for Compaq, but I wouldn't have upgraded the company if I didn't think it was having a great quarter," Niles said.