Compaq's

(CPQ)

preannouncement Friday that it will report earnings of 15 cents a share -- less than half of the 31-cent consensus estimate -- provided grist for a weekend of speculation.

Analysts who spoke with

TheStreet.com

on Friday

anticipated widespread damage Monday morning.

TSC's

own

Jim Cramer

wrote that he expects much of the same. But Cramer sees the short-term pain as a possible buying opportunity in groups he doesn't think should be painted with the boxmaker brush: networking, bandwidth and the Internet.

What do you think will happen Monday?

Only Compaq will get creamed.

Only PCs will get creamed.

Only PCs and semis will get creamed.

All of tech will get creamed.

False alarm: Business as usual.