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

To: Elwood P. Dowd who wrote (49033)2/20/1999 10:38:00 AM
From: rupert1  Respond to of 97611
 
El: I admire this deduction from Sherlock Niles:

"When Niles noticed that Dell did not pass through some Intel price
cuts in the form of lower PC prices, the analyst suspected Dell was preserving profit to make the targets for the quarter's earnings."



To: Elwood P. Dowd who wrote (49033)2/20/1999 11:10:00 AM
From: Kenya AA  Respond to of 97611
 
El: Except for the article in Barron's on DELL , the only other place CPQ is mentioned is in a little piece on an e-commerce software company called perOrder.com - CPQ is one of their customers.

There was a lot of speculation as to where Danny Boy came up with the idea that DELL would slip - guess this Barron's article puts that to rest.

Re Frank Duvall as Happy Kyne - You are right!!! What a memory!

K


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