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

To: jim kelley who wrote (42890)	1/10/1999 4:05:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Jim.... I see you've escaped from your cage, AGAIN! I'll go over to the Dell thread and notify Mohan to come and get you before someone gets injured. Btw, are your shots up to date??? jajajajaja El

To: jim kelley who wrote (42890)	1/10/1999 4:16:00 PM
From: rudedog	Read Replies (3) \| Respond to of 97611

Jim - RE: 'There is a high probability that CPQ will miss its EPS estimate' Is that why production line managers were working the 30th and 31st of December to try and warehouse scheduled shipments over the weekend to keep product from shipping until 99? If there was any question about 4Q numbers, they would have been doing just the opposite - getting those boxes shipped no matter what. The fact that they were already working 1Q revenue on the last 2 days of '98 tells me that the 4Q numbers are in the bag big time.

To: jim kelley who wrote (42890)	1/10/1999 4:54:00 PM
From: RBB	Read Replies (1) \| Respond to of 97611

Fourth-quarter PC sales may top 20% Technology investors should pay attention to the computer hardware stocks, which are likely to experience an upturn when the personal computer sales data for the fourth quarter of 1998 are made available after Jan. 15. Also read this paragraph carefully: Against such a positive backdrop, investors should keep an eye on the stocks of companies like Compaq Computer (CPQ), which is likely to be the biggest winner of the fourth-quarter PC madness. Other big winners are likely to include AMD, National (NSM), IDT Technology (IDTI) and Hewlett-Packard (HWP). If you want to read the whole article, go to the following site: forbes.com