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

To: rupert1 who wrote (58793)	4/19/1999 5:56:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Yes I do victor, but I do it with respect. Don't take it personally. just a wide difference of opinion. El

To: rupert1 who wrote (58793)	4/19/1999 5:59:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

most analysts think that the pc market will grow 14% in q2, not up to the 18% that we've had, but pretty good. A handfull think it could be as low as 8%, per CNBC interview. El

To: rupert1 who wrote (58793)	4/19/1999 6:02:00 PM
From: Evan Dimmer	Read Replies (1) \| Respond to of 97611

someone help me out here..... CPQ has $4 billion in cash and NO long-term debt at end of fiscal '98? spinning off Alta-Vista will generate no additional cash for Compaq. so what is the probability that Compaq will announce a buyback at their current cash level? i'd love to see a buyback, but i don't see it happening. I guess I could see $250 million, but I don't think they want to clutter up their balance sheet and run low on cash, considering they just came out and said that they want to keep it clean. i think instead there will be more jobs lost as part of a cost-savings restructuring plan, including the spin-off of Alta-Vista (Alta-Vista, shopping.com, and Zip2).