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

To: Kenya AA who wrote (54924)	3/26/1999 7:48:00 PM
From: hlpinout	Read Replies (2) \| Respond to of 97611

Hi Kenya, Why is it these nutcakes only see Compaq as a pc maker? I don't usually wish ill will, but I hope this guy loses his shorts. If he's so nearsighted, something like that will wake them/him up. "They have no choice, says Paul Schupf, a New York-based money manager who is short Compaq. "Compaq is already selling its PCs at ridiculous prices and they don't have the low-cost controls," he says. "I'm betting that they are selling boxes now at or below cost." "

To: Kenya AA who wrote (54924)	3/26/1999 8:07:00 PM
From: Howard Feinstein	Read Replies (2) \| Respond to of 97611

Kenya, interesting discussion on techs tonite, on Money Line with Lou Dobbs. Roger Mcnamee was on, and he is a very well respected tech analyst. He reported that there is no reason for concern in the PC sector. This seasonal slow down happens every 1st quarter, as well as the summertime. For some reason the street and investors are prepared for the weak summer months but the March quarter weakness comes as a surprise every year. The PC companies are fine, in his words. He did, however, say that CPQ is a trade stock, whereas DELL and GTW are hold,growth stocks. By trade, he meant CPQ has a good few months and then a bad few months and then repeats. Buy it and sell it. I believe he makes some sense. Howie