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

To: Eggolas Moria who wrote (117269)	4/14/1999 12:02:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

gary...read what you posted.. <"there is no stopping the relentless price decline," he said > remember, i am illogical and have faulty logic in dealing with you..please the "he said"...is the he lew platt..or beings it was in the next paragraph, is the "he said"...roger kay of idc... what you posted is a bit incoherent as it's not clear who is who..but that of course doesn't matter to one who is hell bent to prove the coming of cheap pc's..give it a rest...be like the rest on the thread..break your piggy bank and buy some equities instead of wasting band thread over what cheap computer you should buy...

To: Eggolas Moria who wrote (117269)	4/14/1999 12:40:00 AM
From: Eggolas Moria	Respond to of 176387

So are there broader industry problems that led to Compaq's woes? And will they find their way into other earnings reports? Opinions are mixed. BancBoston Robertson Stephens analyst Dan Niles downgraded Hewlett-Packard (HWP) and Intel (INTC) Monday, and Salomon Smith Barney's Richard Gardner downgraded Gateway. Adds Roger Kay of International Data Corp., "Compaq usually manages to infect Dell and H-P." But Dell said on Thursday that it expects to gain share this quarter and Kay's H-P sources insist that everything is humming along in Palo Alto. ABN Amro's Wu also expects no surprises from Intel's earnings release Tuesday afternoon. Still, Kay suspects that Intel's midquarter release of the Pentium III chip did cause some industrywide selling woes, as customers waited for new models or price drops on Pentium IIs. And sub-$1,000 PCs continue to feed the desire for cheaper and cheaper boxes. "[Average selling prices] continue to crash and revenues could be in some serious trouble," says Kay. CEO Eckhard Pfeiffer insisted Monday morning that there's little wrong otherwise. He says Compaq is having no trouble integrating the acquired assets of Digital Equipment, and he denies any renewed inventory problems. He also says that despite sentiment to the contrary, the company's efforts to mix direct sales with indirect sales is not angering the company's channel partners. Pfeiffer wasn't finding many believers on Monday, but we found one. At 24, says Lawrence York, manager of the WWW Internet (WWIFX) fund, Compaq is "a screaming buy." Last June, Compaq was over 4% of York's portfolio, but he has since reduced his weighting to 1.5% by not adding to his holding as the fund's assets grew. Now he sees a rare chance to buy the No. 1 PC maker, warts and all. "Compaq is a great company," he asserts. Of course, Internet fund managers view risk through a different set of lenses. From much of Wall Street, Compaq looks like dead money for now. smartmoney.com