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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: paru who wrote (105350)	2/26/1999 1:06:00 PM
From: Mohan Marette	Respond to of 176387

More on Comapq--->Milunovich,Kwatinetz,and Kumar. .... Estimate Cuts At least one other analyst cut his forecasts for Houston- based Compaq. Michael Kwatinetz at Credit Suisse First Boston cut his profit estimate to 30 cents a share from 35. A spokeswoman said he made the cut because sales were weaker than expected in the U.S. and Europe in January. Sales have shown signs of strengthening in February, said spokeswoman Cheryl Popp. ''These guys had very high estimates. They're adjusting their number to reality,'' said analyst Ashok Kumar at Piper Jaffray, who rates Compaq ''buy.'' Kumar said that Compaq's sales are likely to be $9.6 billion this quarter. Merrill's Milunovich said the company said sales to small and medium-size businesses, which represent 40 percent of its revenue, were weak in January and the beginning of February. Donald Young at PaineWebber Inc. downgraded the stock to ''neutral'' from buy.

To: paru who wrote (105350)	2/26/1999 1:13:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

DELL Vs Compaq -The Truth finally revealed by Fortune. Paru: That there was a nice write up you got there from Fortune,now people will know the truth about this whole business of sequential growth which is nothing but bull crap made up by the manipulating sobs of Wall Street. Excerpts from Fortune .....But a closer look at the numbers shows that the fourth-quarter shifts are nothing new. Compaq has gained share against Dell in the fourth quarter for three of the past four years. The recent gain is more a function of product mix and seasonal sales patterns than any change in the industry hierarchy, says Mike Kwatinetz of CS First Boston. These same numbers show Dell's year-over-year unit growth continued at a torrid 56% pace, while Compaq's much larger base grew only 17% worldwide in the fourth quarter. The bottom line: Both companies keep getting stronger. As they do, they seem to resent each other more. With Pfeiffer and Michael Dell each talking about "eating their [opponent's] lunch," this will surely remain a messy food fight.