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

To: rudedog who wrote (50759)	3/1/1999 2:13:00 PM
From: Mao II	Read Replies (3) \| Respond to of 97611

RD: Re "...CPQ has now been surpassed in server sales by DELL." Thanks for the response. My reference to Dell's gains came from the hardcopy version of the WSJ story which reads: "Indeed, less than two years after entering the PC-based workstation market, Dell's workstation sales have soared past those of International Business Machines Corp. and Compaq Computer to become the second largest seller after Hewlett-Packard. Dell now has 20% of the business and counts such prestigious customers as the National Aeoronatics and Space Administration." (p. B6, WSJ, 3/1/99) Regards, M2

To: rudedog who wrote (50759)	3/1/1999 2:30:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

rudedog: If you're over-exerted today already, don't bother answering this. It's about the "2" or "few" days December sales pushed into January. Before I saw your post, I was wondering whether those sales would have been included in CPQ's comments to analysts/investors on Thursday. It might be that they were saying that actual shippings in the first six weeks were below CPQ's targets to the extent of 1 cent for the quarter. They may not have included in that computation the value of the carried-over December sales in that comment, so those December sales may be added on. Of course, including the 2 cents loss from Brazil currency devaluation, most analysts, media and some of the public appear to have interpeted the comment to mean that CPQ will be 3-5 cents shy of the Street consensus expectation for the quarter, which is another concept altogether.