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To: Z Analyzer who wrote (6048)	4/13/1999 7:24:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

Z; <<Given that Compaq's revenue shortfall was only about 4 percent and units were probably roughly in line with expectations, this miss was not easy to forecast for someone doing their homework. >> FWIW I am still convinced this quarter hasn't been as bad as the market would seem to reflect. Question is whether or not the market has lost its appetite for tech or not. Yesterday's move was, for once, much broader. Maybe the game is changing? Best, Stitch