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

To: Racso who wrote (55960)	4/7/1999 4:39:00 PM
From: Elwood P. Dowd	Respond to of 97611

Yahoo thread reporting that Yahoo earned .11. Whisper was .08. El

To: Racso who wrote (55960)	4/7/1999 6:59:00 PM
From: rupert1	Respond to of 97611

Racso: The Innovate Forum is on 13th-14th. Below is the letter of invitation from E-P. The choice of keynote speakers illustrates the interrelationship of COMPAQ, MICROSOFT, INTEL and NOVELL. ___________________________ Invitation Letter from Eckhard Pfeiffer Dear Colleague: It is my pleasure to invite you to Compaq Innovate Forum 99, the computing industry's premier enterprise computing event. If you have attended one of our previous Innovate Forums, you already know that this event is focused on giving CIOs the information and the tools they need to be even more successful. This year, the conference will focus on better answers for the web-enabled enterprise. This topic recognizes the tremendous impact that the World Wide Web is having on companies today - and the challenges facing CIOs and their IT organizations. Development cycles are shorter. New competitors are emerging. Customer relationships are being transformed. And entirely new business models are being created. To help you address these challenges, Compaq is bringing together some of the brightest people in the information technology industry. We will show you the best ways to get your company fully web-enabled, and provide you with the insight you need for your overall Internet business strategy. At Innovate Forum 99, you will meet with leading business and IT executives from all over the world. It is an opportunity for you to hear about the latest industry trends and see how your colleagues are dealing with similar issues. It is also an opportunity for us to hear more about your plans, better understand the issues you face, and discuss how we can help you deliver the best value for your IT investments. Joining me at Innovate Forum 99 will be Microsoft Chairman and CEO Bill Gates, Intel President and CEO Craig Barrett, and Novell President and CEO Eric Schmidt. In addition to these keynote presentations, special interest sessions led by senior Compaq and strategic business partner executives will focus on the key technologies of the web-enabled enterprise. Compaq has also teamed up with over 100 partners in the Better Answers Pavilion to show you new solutions to the business challenges you face every day. Innovate Forum 99 is scheduled for April 13 and 14, 1999 in Houston, Texas. Attendance is limited, so please confirm your place by registering today. We look forward to meeting with you in Houston! Sincerely, Eckhard Pfeiffer President and Chief Executive Officer Compaq Computer Corporation

To: Racso who wrote (55960)	4/7/1999 7:19:00 PM
From: rupert1	Read Replies (2) \| Respond to of 97611

Racos: I would think that this week the big event is going to be DELL's meeting with analysts. I don't think DELL will do any favours for COMPAQ in its comments - in fact, I think it will take whatever opportunity it is given to state that COMPAQ's problems are company specific, and will imply that COMPAQ is inefficient and poorly focussed and caught in the trap of being a vendor of low-priced PC's with high sales overheads. DELL will stress that its growth will come from taking market share not only in the US but internationally. DELL will also plead to be allowed to keep its high p/e even though its growth in revenues and eps will slow substantially to the mid or low 30%. If the considered response of the market is to bid up DELL's share price, then it might possibly help CPQ's - but not necessarily so. If, on the other hand, the market comes to the conclusion that DELL is fully valued, if not overvalued, then a subsequent correction in DELL is not going to help COMPAQ, in the short term. After that little storm, we can look forward to a few days of non-news from COMPAQ as it prepares for Innovate on 13th-14th. The Forum gives them a great chance to energise the company and its share price, but I would be concerned that it will engage in rather lofty, detached, highly technical presentations about grand strategy and avoid the nitty issues of shareholder value. If that is the case, we will get midly positive press and then the tight knuckles before earnings a little more than a week later. In between, will be the shock-waves from the earnings of other tech companies. It is difficult to see how COMPAQ can direct and control the share price in this period. It could outline its plans for Alta Vista or announce a major deal repecting AV, but somehow I think they will want to preserve that until they are ready for a a big bang later in the year. They could start leaking "good news" about earnings, so that there is a gentle rise in the share price before earnings. In all, a difficult time. Like you, I will be doubling up, and possibly trading a few points within trading ranges.