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

To: Key West who wrote (48197)	2/15/1999 9:18:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Gene.... WS is going to look at revs, not earnings from DELL. I have no doubt that they will meet estimates for earnings. More computers are being sold than ever before and DELL probably sold more units with the high profit bells and whistles this Christmas quarter than ever before. In short, their revs are down, but they are creaming the high end computer market and therefore will meet, or maybe slightly exceed earnings on what I thought would be a small rev short fall. Your note here is the first I've heard that DELL would experience a "massive earnings shortfall." Personally, I would like to see DELL doing well. The DELL news last Friday took CPQ down 2 points. I predicted some time back that DELL and CPQ shares would achieve price parity in Q1 '99 and that is still possible, although not probable. Q2 is another story. I also stated at that time that neither company would split their shares in '99. Time will tell. Your thoughts? El