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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (116736)	4/12/1999 3:57:00 PM
From: Calvin	Read Replies (2) \| Respond to of 176387

Things seem to be OK at HP. DJ 15:53 [HWP] Hewlett-Packard: PC Rev, Profitability Growth Rates On Target

To: Lizzie Tudor who wrote (116736)	4/12/1999 4:06:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

'CPQ's shortfall is not representative of the health of the industry'-Kumar Michelle: Well there you go spray paint should hold for about a year at least.<g> ========================== news.com "Compaq's shortfall is not representative of the health of the industry," said Ashok Kumar, an analyst with US Bancorp Piper Jaffray. "We estimate that PC unit shipments are down sequentially over 20 percent for Compaq, vs. a 15 percent decline for the broad market. Dell is expected to be up 9 percent and Gateway about flat sequentially. "Intel, the true barometer of the market, is expected to be up sequentially in units, albeit some of the growth is the result of share gains," Jaffray said. "The PC market is in a 'Goldilocks' state-–neither hot nor a disaster, just lukewarm." "They (CPQ) need to articulate a strategy and stick with it." - Ashok Kumar, Piper Jaffray analyst