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

To: rupert1 who wrote (58535)	4/18/1999 11:24:00 PM
From: P P Bravo	Read Replies (1) \| Respond to of 97611

What a Pfeiffer-less Compaq Looks Like - at TheStreet.com Can anyone with access post the article? Thanks! PPB

To: rupert1 who wrote (58535)	4/18/1999 11:42:00 PM
From: Bill F.	Respond to of 97611

victor-not sure what your comment meant but presently those who have been skeptical of cpq have been more right than the believers.the company has made one quarter in the last five.and the misses have not been small(ng).

To: rupert1 who wrote (58535)	4/18/1999 11:49:00 PM
From: Bill F.	Respond to of 97611

victor -also you might like to know that your "analysis" of institutional holdings is worthless.the data is only filed as of the last quarter and generally with a lag. most stuff is still as of 12/31/98 some is as of 3/31/99 but only from firms that file their 13-f's promptly.NONE of this has anything to do with the recent data.just thought you might like to know the facts behind you conjectures.

To: rupert1 who wrote (58535)	4/18/1999 11:50:00 PM
From: Captain Jack	Respond to of 97611

vic--- been too slow... we want to try and get a head of the curve," (REUTERS) Pricing, not demand, seen key in Compaq problems Pricing, not demand, seen key in Compaq problems By Duncan Martell SAN FRANCISCO, April 18 (Reuters) - The shock resignation of Eckhard Pfeiffer, president and chief executive of Compaq Computer Corp <CPQ.N>., raises the question: were the problems at Compaq specific to the company, or is overall demand for personal computers waning? According to industry executives, money managers and analysts, the bulk of the blame falls on Compaq. They said demand was still strong but the prices manufacturers could charge were falling fast. "The board isn't going to go fire the guy if the market is weak, so it just affirms that the bulk of the problems rest with Compaq," said money manager Duane Eatherly with BancOne Investment Advisors. But while unit shipments of PCs remain strong, falling prices are causing consternation -- and lost profits -- to PC makers. "Making a living in the PC business takes a lot more intelligence than it used to," said a top executive at a PC- technology company.