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

To: BILL CHOW who wrote (49713)	2/25/1999 4:49:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Bill.... thanks! Weren't you holding some CIEN??? If so, hope you held, it's doing very well. Ciao, El

To: BILL CHOW who wrote (49713)	2/26/1999 5:53:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Bill: Thanks for that link to the article. It had many good points. Of immediate interest for this quarter is the followng: "Pfeiffer points out that the company had service revenue growth in the third and fourth quarters of 1998, and says the trend is continuing in the current quarter. "Some customers weren't comfortable placing a five-year outsourcing contract [before we bought Digital]," says Pfeiffer. "With the acquisition, that concern is gone." The article as a whole, was very bullish, but the author retreated to the convential in the final paragraph: "Still, 1999 could be a make-or-break year. "Compaq has the potential to succeed, but can it piece together the threads from so many different organizations?" asks Hurwitz. "That's a question that remains to be answered."