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

To: Colin Thorpe who wrote (50483)	2/28/1999 3:55:00 PM
From: Kenya AA	Read Replies (1) \| Respond to of 97611

Colin:There are a lot of much smarter people on this thread than me Believe me, not as many as you think. I will undoubtedly learn a lot more by keeping my mouth shut and listening. Yes, but we want to learn too, so you should keep talking. You have pretty much isolated the "$64,000 question" ... It was my understanding that a fear of reduced sales for the 1st qtr was driving the panic. If it is merely a matter that they are transitioning to the next chip improvement, wont there still be a market for the last generation. IF CPQ (including the channel) has too PCs laying around with PIIs in them, is there enough demand to get rid of them without significantly reducing earnings? My guess right now would be NO. Why? Because if Y2K is a big factor in driving new purchases this year (and I think it is), then those companies are going to want buy the latest and greatest. JMO. K