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To: Sam who wrote (5684)	2/26/1999 11:00:00 AM
From: Robert Douglas	Respond to of 9256

Sam, "Mark of Fido". Hmmm, that explains my yellow shirt today. Bad dog. -Robert PS, I saw your thoughts on SONO. Makes sense that Phillips will pick them up one day. I hope it's not until the stock is much higher. <g>

To: Sam who wrote (5684)	2/26/1999 11:12:00 AM
From: LK2	Read Replies (2) \| Respond to of 9256

Sam, the "official" explanation of today's tech bloodbath. For Personal Use Only >>>>>>>>>>>>>>>>>>>>>>>>>>> quote.yahoo.com Friday February 26, 10:44 am Eastern Time PC maker stocks hit as analysts see Q1 shortfall NEW YORK, Feb 26 (Reuters) - Shares of personal computer makers tumbled on Friday after two Wall Street brokerages cut their first quarter earnings estimates on Compaq Computer Corp. (NYSE:CPQ - news), the top personal computer maker. Merrill Lynch analyst Steve Milunovich slashed his first quarter earnings estimate on Compaq to 30 cents a share from 35 cents, while Mike Kwatinetz, of brokerage CS First Boston, dropped his quarterly projection to 31 cents a share from 36 cents. No further details were immediately available from either analyst. Compaq stock fell $6 to $35 in composite U.S. stock exchange trading. Gateway Inc. (NYSE:GTW - news) dropped $6.44 to $73.69, while Hewlett-Packard Co. (NYSE:HWP - news) fell $2.94 to $68.25, both in composite trading. Dell Computer Corp. (Nasdaq:DELL - news) lost $3.50 to $79.25, continuing its slide from Thursday, when it gave up $1.50 in active trading, after Merrill's analyst warned that long-term industry growth rates may be hurt by tumbling PC prices. Kwatinetz said in a research note that he cut his earnings, revenue, and gross profit margin expectations after learning from Compaq that January sales were below the company's goals both in the United States and Europe. Weakening demand among its network of PC distributors may be a factor, he said. He wrote that ''Since Compaq appears to have had a shortfall in January, the question arises: 'How is the industry doing?' In retrospect, Dell and HP's slight revenue shortfalls may have been more of an industry issue than we previously believed.'' More Quotes and News: Compaq Computer Corp (NYSE:CPQ - news) Dell Computer Corp (Nasdaq:DELL - news) Gateway 2000 Inc (NYSE:GTW - news) Hewlett-Packard Co (NYSE:HWP - news) Related News Categories: US Market News Help Copyright © 1999 Reuters Limited. <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< See quote.yahoo.com for a nice picture of how high tech is reacting to this "earnings news". Regards, Larry

To: Sam who wrote (5684)	2/26/1999 11:22:00 AM
From: LK2	Respond to of 9256

Sam, a better explanation of today's tech sell-off, from someone who talks to himself. Does investing in tech make people prefer self-directed conversations <G>? >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Message 8048795 Talk : Computers : Seagate Technology - SEG Fundamentals To: Duker (541 ) From: Duker Friday, Feb 26 1999 10:16AM ET Reply # of 542 Starting to look attractive here. Last time I bought the first number was a $1x. I guess we are not going to sell any more PCs. --Duker <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<