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

To: P.M.Freedman who wrote (48487)	2/16/1999 10:51:00 PM
From: Roger	Respond to of 97611

Here is a scenario I am afraid of - my worst fears have come true now that DELL has posted weaker numbers and has been clobbered after hours. DELLs revenue shortfall means that there will be much more severe competition for market share amongst DELL, CPQ, IBM and HWP. NEC-Packard Bell just announced huge losses. THis may have a severe macro effect on the entire PC sector causing a correction with the PC makers. I guess time will tell.

To: P.M.Freedman who wrote (48487)	2/16/1999 11:51:00 PM
From: Night Writer	Respond to of 97611

Tokyo-based NEC's previous biggest loss was 45.2 billion yen in the year ended March 1993, when it was forced to cut PC prices in response to a the introduction of Japanese-language PCs from Compaq Computer Co. of the U.S.. The Compaq models used the International Business Machines Corp. standard rather than NEC's proprietary operating system There it is again. The 800 pound gorilla of the computer market. Compaq!! Hmmm, IBM in the same paragraph. How long before the market catches on? NW