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

To: Mao II who wrote (52318)	3/9/1999 3:45:00 PM
From: PCSS	Read Replies (1) \| Respond to of 97611

M2, It'll be voracious and happen before then Michael

To: Mao II who wrote (52318)	3/9/1999 3:46:00 PM
From: JDN	Respond to of 97611

Cheer up folks, maybe some of THIS will rub off on CPQ soon. JDN EMC Corp. (EMC) shares rose 4 percent Tuesday after data from an industry consultant's report indicated information technology budgets show no signs of decreasing over the upcoming year. At the Gartner Group's recent Data Center Conference, Soundview Technology Group surveyed more than 800 attendees from U.S. corporations. The report stated "hardware budgets show no signs of slowing growth through 1999, and in fact appear to be accelerating from the 11 percent growth seen in 1998. 37 percent of the [180] respondents said that their [data center] budgets had been increased over the past three months. " EMC is the leading manufacturer of mainframe computer disk memory hardware and software. It also makes redundant array of independent disks (RAID) memory storage and retrieval systems for larger mainframe computers as well as desktop PCs. Shares of EMC rose 4 3/8 to 115 3/8. Analysts Norihiko Senda and Akira Ishihara of New Japan Securities rated EMC "outperform'' in coverage begun Monday.

To: Mao II who wrote (52318)	3/9/1999 3:48:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

From the Intel thread, some commentary on today's action... John To: Scumbria (75904 ) From: yousef hashmi Tuesday, Mar 9 1999 3:37PM ET Reply # of 75905 -- =Analyst Plays Down Persistent Intel Shortfall Rumors >INTC -- NEW YORK (Dow Jones)--Intel Corp. (INTC) shares fell by more that $4 earlier Tuesday on renewed rumors that the company could pre-announce a sales shortfall for the first quarter, but at least one prominent analyst thinks the company is 'on track.' The story floating around the market Tuesday goes something like this: Intel is putting pressure on its sales force to book as many orders as possible by Thursday, March 11. If the company doesn't meet targets by then, the company will pre-announce, market sources said, adding quickly that the story is just a rumor. Dan Niles, an analyst at BancBoston Robertson Stephens, said he had heard the rumor but doesn't believe it. 'March looks like it's pretty much right on track' for Intel, Niles said. Niles said rumors that Intel would pre-announce have circulated since reports from Compaq Computer Corp. (CPQ) indicated that PC sales weren't as strong in February as had been hoped for. And having Intel rival Advanced Micro Devices Inc. (AMD) preannounce a loss Monday 'gives more fuel to the fire,' he said. 'People are nervous right now, and I don't blame them,' Niles said. Many PC companies are having a 'tough' first quarter. An Intel spokesman didn't immediately return calls for comment. Earlier, Intel shares fell to a low of 115 1/8 after hitting 120 3/16. More recently Intel was off 3 9/16, or 3%, at 116 1/64, on Nasdaq volume of 18 million shares, compared with average daily volume of 17.9 million. Christopher Grimes (201) 938-5253 (END) DOW JONES NEWS 03-09-99 03:03 PM- - 03 03 PM EST 03-09-99 Symbols: US;AMD US;CPQ US;DELL US;INTC Source DJ - Dow Jones Categories: I/CPM I/CPR I/SEM SUB/DJN SUB/DJWI SUB/DJS SUB/HIY SUB/HYL SUB/STK SUB/TEC SUB/WEI M/TEC GEO/CAL GEO/NME GEO/PRM GEO/TX GEO/US GEO/USS GEO/USW