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

To: isdsms who wrote (55096)	3/29/1999 1:40:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Posted 29/03/99 4:54pm by Mike Magee AMD-Compaq Alpha plans draw closer As revealed here some months ago, no-one should show surprise at the connectors on K7 processors. The AMD K7 processor shares the Alpha 21264 bus with its young cousin. The chipset handles SMP stuff, and two way copper connectors just denote a two way system -- a typical PC configuration these days -- unless you have a Celeron of course. An architect points out to us that two way connectors do not exist on the Alpha EV6 connectors, but that's because they're aimed at high end systems up to 128 Alpha processors, as already revealed here. But, says the architect, there may well be a difference between Slot A and Slot B. The architect pointed us to a site at our bitter competitors at Ziff Davies who posted an analysis of the Alpha at 21264 However, that report seemed to have gone West by the time we'd seen it. Compaq and the Alpha consortium refused to comment at press time. ®

To: isdsms who wrote (55096)	3/29/1999 1:55:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Morgan Stanley comments boost boxmakers, hurt CPQ. From CBS marketwatch _________________________________ By Tiare Rath, CBS MarketWatch Last Update: 11:16 AM ET Mar 29, 1999 Silicon Stocks Tech Report NEW YORK (CBS.MW) -- Computer stocks got a boost Monday morning from tech bellwethers International Business Machines and Dell Computer as two analysts sung their praises. The Goldman Sachs Computer Hardware Index jumped 2.8 percent, led by a gain in Dell shares of 1 1/2 to 39 3/8 and a jump in IBM of 5 1/16 to 177 7/16. Compaq's stock inched up 1/8 to 31 3/8. Morgan Stanley Dean Witter's Gillian Munson said in a research note that "Dell (DELL) has a superior model for selling PCs," making the stock a "premium valuation," even though the personal computer industry is expected to slow. Munson's comments weren't as positive for Compaq Computer (CPQ). The analyst said the stock is probably a good buy in the long-term for investors, but its risk factor has increased as investors worry about the company's earnings. International Business Machines (IBM) was praised by SG Cowen analyst Steve Weber for moving its business toward software and services. Weber rates the stock a "strong buy" and said it "looks cheap vs. the market." He expects IBM's shares to hit $215 in the next six to nine months and $235 to $250 a share in the next 12 to 18 months.