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

To: Elwood P. Dowd who wrote (50839)	3/1/1999 6:54:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

El: ML with Lou Dobbs is on here (I'm not sure if you have already had it: he said they are going to feature problems with tech stocks and what we should do about it) . I'll let you know what they say if you have not caught it. Did you see the CNBC discussion of DELL and CPQ it was supposed to happen during Street Signs but we get switched back to Europe CNBC at that time.

To: Elwood P. Dowd who wrote (50839)	3/1/1999 7:00:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

El: The first feature on ML with Lou Dobbs was about YK2 compliance - they are going to continue it tomorrow. Apparently, 50% of small businesses in the US have done nothing and there is a lot of work to be done in many sectors and especially the medical. I would have thought this was good for CPQ. That stupid Street-com article says that people are spending their money on services - not hardware. CPQ earns 40+% of its revenues from services. A lot of the big software companies are saying people are spending their money on hardware, not software. I think the big push on YK2 in small and medium enterprises is yet to come - the Congressional report today and the publicity should get it going. The technology report is coming up next.