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

To: robbie who wrote (48089)	2/14/1999 5:42:00 PM
From: JRI	Read Replies (2) \| Respond to of 97611

Robbie:<Dell down 5+ on Tuesday>..I wouldn't bet on it, Robbie.. The momo lemmings done left the ship on Friday, and expectations for Dell have been lowered (for once) from ridiculous to more normal levels...There is ample evidence (see Dell thread) to suggest that Niles (BBoston Robby Stephens) is not only guessing, but not guessing very well here)...One example: It looks like he does not even include Dell's storage revs. in his report...which should account for close to $300 mill (with fat margins) in Q4..and an additional .02 in EPS above and beyond what the analysts are predicting for PC/server/workstation numbers... Usually Dell gets an after-earnings sell-off..It is hard to imagine those folks haven't already left...additionally, it is also hard to imagine, despite what EP said on Friday and CPQ's good quarter, that the basic Dell/CPQ equation has really changed much here... BTW- I hold both Dell and CPQ...a lot more of Dell though... If you get your 5+ drop, you are lucky man indeed...