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

To: Elwood P. Dowd who wrote (53066)	3/12/1999 2:35:00 PM
From: Kenya AA	Respond to of 97611

El: Intel usually reports a couple of days ahead of CPQ. I wonder if Intel's supposed cut-off date for PIII order cancellations coincides with Intel's quiet period. Neither stock is moving up, but most of the techs are down. I view this as a good sign that neither will warn and even if they do, most of the bad news is already built into the price of the stock. K

To: Elwood P. Dowd who wrote (53066)	3/12/1999 2:49:00 PM
From: JRI	Read Replies (1) \| Respond to of 97611

El- I bet that the call with Bear Stearns is neither a positive or negative sign...my understanding is that analysts hold these CC's with companies a couple times each quarter..and the (almost all) companies comply with the request...(in other words, if Bearns Stearns calls Mason requested a meeting, Mason is going to schedule an hour for them on a timely basis..within days....)... Hope I'm not repeating something that has already been said or that you knew...It just seemed like you were very concerned about this being a "manipulated opportunity" by Compaq to leak some news...