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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (19908)	4/7/1999 11:44:00 AM
From: Teflon	Read Replies (2) \| Respond to of 74651

Well, Jill N., in essence we are getting our earnings warning today through Merrill. I'll be curious to see if CPQ or any of the other box makers have anything to say in the very near term. Saying nothing may almost be as bad as warning as the Street may use this as an opportunity to take prices lower to scoop up some bargains before earnings. DELL is not helping either. It's a crazy game that Wall Street plays! Teflon

To: Jill who wrote (19908)	4/7/1999 12:17:00 PM
From: t2	Read Replies (1) \| Respond to of 74651

Jill, I would be concerned about Compaq and HP's revenues as well. They are not the high growth in Revenues and EPS types. I am always concerned going into earnings season with these two. I think Intel and MSFT will do surprise to the upside, again. These two blew away estimates last quarter while others barely met their EPS targets. Based upon your post, maybe there was no recent leak since Merrill comments apply to both HP and CPQ. I would bet they are channel stuffing with Pentium IIIs to get close to their earnings estimates--which might cause problems going forward into next quarter.