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

To: fooledalot who wrote (53227)	3/13/1999 11:32:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

I got this from Company Sleuth. Taken at face value MS issued this on 12th after speaking with Mason. But I think it might actually be referring to the "phantom warning" to CRFB . The 12th might be the day it was "published". Can anyone find Morgan Stanley's Report among those posted by Aitch Date Broker 3/12/99 Morgan Stanley Dean Witter Comment reiterates "outperform", lowered 1Q estimates enlight of analyst meeting with CFO yesterday

To: fooledalot who wrote (53227)	3/13/1999 11:38:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

fooladlot: Yes, we are in the grip of "CPQ, the PC manufacturer, versus DELL" perceptions. When earnings beat estimates the analysts and commentators will call "foul" because maybe as much as 50% of the revenues will be from high margin servers, storage, networking, high-end appliances and consulting services. All the DELLHEADS will say that CPQ has cooked the books. It will take them some time for them to get a grip of the business plan. It is COMPAQ's responsibility to hammer this home. If you remember a year or so ago, IBM made the "perception breakthrough" when it produced growth mainly through services, even while its PC and components business was sluggish. Its share price has not looked back since then.

To: fooledalot who wrote (53227)	3/13/1999 5:15:00 PM
From: PCSS	Read Replies (2) \| Respond to of 97611

fooledalot, Should CPQ UPside surprise (and I surely hope it does)because of its services, high-end apparatus, AV, Alpha, and other offerings ......while showing some minor softness in PC sales (which according to all in the PC sector seems probable) It would: 1) be excellent for CPQ to make its quarterly # (.35 or higher)and 2) a MAJOR TURNING POINT for CPQ to DISPLAY once, for-all and forever that it is NO LONGER just a PC company #2, above, is a critical phychological and perception change event AND MUST occur ... I surely hope it happens soon, it's GOT TO for the future growing health of CPQ After this turn happens all else is gravy and highly additive Also, it would be real cool for EP & EM to have staged it this way and EM's "less than expected 1st 6 weeks this quarter PC sales" was a setup and the market just negatively overreacted .... just a dream ! Michael