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

To: DRRISK who wrote (61850)	5/21/1999 8:28:00 AM
From: tonyt	Read Replies (1) \| Respond to of 97611

Indications - A look at pre-market trading [Compaq was up 3/16 to 25 11/16] Drug stocks rally in London Ciena, Priceline gain, AOL down By Tomi Kilgore, CBS MarketWatch Last Update: 7:58 AM ET May 21, 1999 NewsWatch NEW YORK (CBS.MW) -- Drug stocks were moving higher in London early Friday on renewed speculation of a merger between pharmaceutical giants Warner-Lambert and Schering-Plough. Meanwhile, America Online (AOL: news, msgs) was lower in thin trading, yet the e-tailers have begun posting gains with Priceline (PCLN: news, msgs) and Amazon.com (AMZN: news, msgs) seeing gains. Flavor of the day "It looks like drug stocks may be the flavor of the day," said Alvin Rodolfo, Director of European equities at S.G. Cowen. Warner-Lambert (WLA: news, msgs) rose 5/8 to 68 3/4 and Glaxo Wellcome (GLX: news, msgs) jumped 1 3/8 to 59 9/16. Schering-Plough (SGP: news, msgs), however, garnered no trades and was bid 1/8 lower than its 48 3/4 close. Merck (MRK: news, msgs) was up slightly to 73 in Instinet trading after the company announced early Friday it received FDA approval for a pain reliever. Merck ended up 1 3/4 to 72 1/4 on Thursday. Ciena gains Ciena (CIEN: news, msgs) rose 1/2 to 26 7/8, according to market maker Madoff Investment Securities. The company announced earnings after the New York close on Thursday of 1 cent per share for the second quarter, beating First Call estimates of a loss of 3 cents per share. See full story. GM rises General Motors (GM: news, msgs) was up 1/4 to 80 3/8. The stock gained on reports that Delphi Automotive (DPH: news, msgs) would replace Moore Corp (MCL: news, msgs) in the S&P 500 Index. GM retains an 82 percent stake in Delphi that it plans to divest to GM stockholders. See Movers. Internets mixed AOL lost 7/8 to 128 5/8. The stock came under pressure on a research report by Media Metrix that showed web portals lost visitors due to increased competition, Reuters reported. Yahoo! (YHOO: news, msgs) however gained 3/4 to 152 1/4. Amazon (AMZN: news, msgs) had not traded. Priceline was up 2 5/8 to 137 and Amazon edged up 3/16 to 131 in Instinet trading. PC makers were mixed. Dell (DELL: news, msgs) was up 1/4 to 38 1/2 and Compaq (CPQ: news, msgs) was up 3/16 to 25 11/16. IBM (IBM: news, msgs) was down 5/8 to 232 1/4. Tomi Kilgore is an online reporter for CBS MarketWatch.

To: DRRISK who wrote (61850)	5/21/1999 8:41:00 AM
From: isdsms	Respond to of 97611

That's what I heard. In fact, in a move to diversify, md has taken a rather large position. :-)

To: DRRISK who wrote (61850)	5/21/1999 10:09:00 AM
From: tonyt	Respond to of 97611

All Aboard! - Heard on the Boards Dell can't get any respect Plus: Saf T Lock loyalists; and how to use the Fox By Jeff Clabaugh, CBS MarketWatch Last Update: 2:33 PM ET May 20, 1999 NewsWatch Gee Dell. That's just not good enough. At least that seemed to be what was troubling Dell Computer (&NBSP;DELL: news, msgs) stock after its latest sales report showed a 41 percent gain in sales. Trouble is it was the second straight quarter of slowing sales growth. Investors had gotten used to 50 percent plus sales increases every quarter. Dell was Wednesday's most active stock and got a 10 percent haircut. At SiliconInvestor's Dell message board, some posters are concerned about their company's young Captain, hinting that maybe Michael Dell's youthful inexperience is starting to hamper the perception of the company. ForeverDell ..."MD perhaps does not have the experience that a Gerstner has to manipulate the analysts. His youth is showing . I am afraid. Not a criticism, just an observance of MD in recent weeks." Some were wishing Michael Dell would talk more about the company's future and less about its present position. edamo ..."If Mikey merely stated 'the days of 50 percent growth in the PC business are over, but the potential of the Internet, in areas yet to be explored, is infinite...and Dell will be at the forefront of this new dynamic, with revolutionary concepts as we proved with the humble PC. Betcha it would have gathered a lotta interest with the analysts. Gotta learn when interviewed not to allow one to put words in your mouth." Lots of talk on the message boards about Dell acquisitions too. Mark Peterson CPA ..."Well that's interesting. Dell has done a great job growing organically in its core business. But after reading over 800 posts, I think a bolder stroke may be in order to take that quantum step that leaves others gasping for breath. I could see Dell becoming Master of the Internet by buying CMGI (CMGI: news, msgs). Alohal ..."If I knew what acquisitions were in the offing I would be thrilled. Something that can help them make the transition from just using the Internet to drive efficiency and build customer satisfaction to becoming somewhat more of a builder of the Internet. Selling picks and shovels rather than panning for gold." Dell's biggest problem seems to be that so much is expected of it, so when it just met sales numbers, one poster found it ironic that Wall Street would raise the bar again. Mohan Marette ..."Goldman Sachs ups Dell's estimate for 1999 and 2000! Wow. Now that there takes some hutspa. I guess that's why I like Goldman Sachs.<g>" And one last word from Tae Kim ..."For all those Dell worrywarts let me say, this too will pass. Dell is well on its way to overtake Compaq (CPQ: news, msgs) as the number one PC maker in the world." Saf T Lock Saf T Lock (LOCK: news, msgs) is baaaack. The company, which makes gun locks, landed on the most actives list Wednesday after the U.S. Senate voted this week to require all handguns be sold with child-safety devices. Its stock spiked, but nowhere near the jump it enjoyed two years ago this month when talk of gun locks first got serious in Washington. The stock price quickly dropped from its high of 15 after investors figured out things in Washington move very slowly. At The RagingBull Saf T Lock message board, investors were unhappy that the company appears to have dropped the ball and failed to prepare for this opportunity. phs1951 ..."I doubled my position (and) then the idiot chairman of LOCK tells a reporter that the bill didn't matter because they didn't sell to gun stores. Only to police departments because they never figured out how to do it!!!!!" buysellhold ..."The profile of LOCK says revenues reflect the inclusion of sales to individual handgun owners. Now, do they sell directly to individuals and not to gun dealers? Shouldn't be a stretch to reach that market! I agree with later postings questioning management's positioning prior to the passage of this bill. Should have anticipated the outcome and been ready to launch a full-scale marketing effort." Still, all agree the time is right for Saf T Lock to cash in. "Podster98.6 ..."Gun and school safety is the number one domestic issue facing the nation. Only two stocks are plays on the biggest issue facing our nation's home front. Saf T Lock and Safety Hammer (SAFH: news, msgs). And there of course can be international sales. The gun cultures of the Middle East could sure use some Saf T Locks." (By the way, Safety Hammer also spiked after the Senate vote and hit a 52 week high.) Then there were those that think instead of buying Saf T Lock's product, someone should just buy the company. jellybean0330 ...It would be cheaper for gun manufacturers to buy out LOCK at a premium then have to buy a lock or case for every weapon they sell. If LOCK was smart, they need to be knocking on some doors. The cheapest lock out there is about $20. Why not buy a company that is a quarter of the cheapest lock?" Maybe a little press would help. zane13 ..."Maybe we could get those talking heads on CNBC to say something. hahahaha." May the Fox be with you... George Lucas isn't the only one hoping to get rich off the latest Star Wars movie. There are plenty of average folks who hope to cash in on the film's success. Or, rather hoping their stock in Fox Entertainment (FOX: news, msgs) will benefit, By the way, these MotleyFool posters, who've been talking about the film for the past few days, know the hip way to say The Phantom Menace is "TPM". p9859806 ..."Who's more foolish...the Fool or the one who follows the Fool? Obi Wan to Han Solo. I hope it is us Fools who got into the stock below 30. Buy hey, let's face it. The economy is made up of two parts. One is performance, so let's look for earnings from TPM. The second is perception. That's where we Fools can make immediate profits on our trade with good perceptions or 'suffer a terrible death as we are slowly digested over a thousand years by the all powerful Sarlac'. Think we are all in this for the long haul --- at least for several months!" Woodbridge ..."Who knows how high it will go with the release of TPM, but the stock should be held long after TPM is gone. Think more in terms of what the stock will have done by the time the third episode of Star Wars is released." Even new worries about the economy aren't derailing the Fox enthusiasm. nikki42 ..."Even with higher interest rates people will want in on the TPM phenomenon. Go Fox! May the Force be with us!" iamokruok ..."I hope so. Not the dark side though."