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

To: JRI who wrote (50349)	2/27/1999 4:27:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

Hi John:Intel, in late January, said that sales for January had "exceeded their expectations".. OK! Now there's some positive evidence - positive for Intel. Intel has an excellent reputation for being straight and conservative when dealing with analysts. I'm sure I'm over-simplifying, but if AMD is gaining share (at least at the moment) from Intel on the low end and Intel sales are exceeding expectations does that mean that (a) computer sales must be out of this world or (b) Intel is selling A LOT of higher end chips? If the answer is "a," then why did CPQ have a lousy January and early February? If it's "b," does that mean that since CPQ's "first 6 weeks" were soft, they now have a stuffed channel full of Pentium IIs? But then, if that were the case, why would CPQ employees be pushing the "wait for the III" scenario with customers? Could that be a case of the left hand not knowing what the right hand's doing?? What happened to all of the sales at the end of December that rudedog heard were being pushed into Q1? These are questions I wouldn't mind having answers to. K

To: JRI who wrote (50349)	2/27/1999 5:09:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

John: There seems to be a bit of confusion in the minds of those trying on the INTC scare story. PC unit sales grew in the first six weeks of 1999. INTC benefitted from that growth - end of Intel story. But the PC side of things is different. The rate of growth of units was not matched by the rate of growth of revenues because the ASP was lower. Units grew so did revenues, but units grew faster. PS I am out of PSQL. I broke even. I only had a nominal investment in it to spike my interest. I think it will get back to 12/13 within a matter of weeks and may get back in when it starts its move, but I was frustrated by the lack of information and spending too much time trying to understand it. Small caps are very vulnerable to even one analysts opinon. Another one I follow was started as a Market Outperform the other day by Goldman Sachs - for no obvious reason. So immediately everybody starts speculating.

To: JRI who wrote (50349)	2/27/1999 5:51:00 PM
From: Kenya AA	Respond to of 97611

John: After spending some time reading the INTC thread, I have gleaned the following pertinent info - 1) PC Data said Friday night that Intel's sales at the high end were very strong (this is before the P3, of course). 2 These 3 recent posts kind of sum up what they're thinking about over there (Paul Engel is the thread guru) - Message 8065879 Message 8068588 Message 8068692 3) Although a few were concerned about the immediate direction of INTC stock price, I didn't hear a peep about revenue shortfall concerns. I feel a lot better about INTC not warning, but only a little better about CPQ's prospects for making the quarter. K