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

To: hlpinout who wrote (50194)	2/26/1999 10:15:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Hlp.... isn't the annual shareholders meeting in June??? Would be a likely time for an AV announcement, if so. El

To: hlpinout who wrote (50194)	2/27/1999 3:24:00 AM
From: Aitch	Read Replies (1) \| Respond to of 97611

hio & thread, A slew of analyst reports follow... CPQ: Intra-Day Special Call 01:15pm EST 26-Feb-99 Merrill Lynch (Steven Milunovich) Pc Industry o Following our earlier comments on Compaq (CPQ, $35 11/16, B-3-1-7) we spoke to other PC companies. o We believe Compaq is having two problems: 1) Medium and small business market and 2) Problems in channel managing inventory. o We spoke to Dell (DELL, $79 1/16, B-2-1-9) and it is seeing strength in small and medium business- its challenge is high end corporate market and revenue. o For IBM (IBM, $167 1/2, B-1-1-7) view of unit growth is unchanged. o According to IBM, Y2K is not as big of an impact as much as Compaq is expecting. o Hewlett Packard (HWP, $67 9/16, B-2-2-7) experienced some slowing in PC growth at the end of the last quarter and is seeing a bit of weakness in medium and small business. o There is a little weakness in unit demand in the industry with most impact in medium and small business segment o In our view this is not an industry issue, Compaq may be having some company specific problems and believe there may be some issues with Compaq going direct.