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Technology Stocks : RealNetworks (NASDAQ:RNWK) -- Ignore unavailable to you. Want to Upgrade?

To: LWolf who wrote (2738)	4/18/1999 9:27:00 PM
From: Jenne	Read Replies (1) \| Respond to of 5843

Why do you think the nets will benefit from cpq news? Thanks!

To: LWolf who wrote (2738)	4/19/1999 4:09:00 AM
From: MrGardener	Respond to of 5843

CPQ execs leaving won't affect NET stocks , perhaps only a ripple effect among the other hardware vendors ... IBM, Dell, Gateway, and HP. PC sales have been slowing, even slightly for that iron horse Dell. CPQ stock will sink lower but it wouldn't surprise me if Dell & Gateway go up ! The industry could perceive this CPQ news as the direct model being the winner which is good for Dell & Gateway. Don't forget, when Compaq news started to leak out that Q1 was going to be soft it had no negative impact on the net stocks. IMHO ... if anything this will scare all PC stock holders and they will rotate their money into the NETS, exactly as I began doing in January, sold 4,000 shares of Dell and bought GNET, RNWK, DCLK etc. Gardener