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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (47902)	2/18/1999 9:47:00 PM
From: upanddown	Read Replies (2) \| Respond to of 132070

Earlie You probably saw Fred Hickey's comments in the WSJ today but I haven't seen them posted here. Sounds familiar....where have I heard this stuff before ?<g> John Fred Hickey, editor of the High Tech Strategist newsletter, said Dell's report has ominous implications for technology and, by extension, the entire market. "The excuse for the weakness in every other computer vendor, reseller and distributor -- that Dell was gaining share -- is not true," he said. "This is not a Dell-specific problem." He said a widely anticipated boom in computer sales to businesses hasn't materialized, and that threatens the very sector that has accounted for a lion's share of the market's rally since early October. "It's hard for this grossly overpriced market to see its leaders fall apart one by one and not to be impacted," he added.

To: Earlie who wrote (47902)	2/18/1999 11:22:00 PM
From: Activatecard	Read Replies (1) \| Respond to of 132070

Earlie, I am surprised that you of all people would dis the Commandant. (g) Actually, I believe Compaq is now focused on gaining retail shelf space. It's kind of like selling green beans at the grocery store. If Green Giant French Cut Green Beans has two facings and all other competitors only one, analysts using sophisticated valuation models, will assign high multiples to the Jolly Green One. Success is measured in inches. Compaq has clearly triumphed while routing its' competitors with their new strategy. Remember shelf space equals market share. My calculations conclusively show Compaq leading the competition by nearly THREE-QUARTERS of a MILE. And, once people realize these computers were DIRECTLY shipped to CompUSA and BTO by someone somewhere(a desk in Houston?), this stock will soar!!! Steve