Compaq Message Board - Msg: 2877572

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Technology Stocks : Compaq

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To: Wally Mastroly who wrote (10112)	12/4/1997 1:55:00 PM
From: hpeace	of 97611

more data news.com put cpq into this exchange2000.com there are two views on cpq channel invenotry. this one knows that unless cpq rasies inventory in channle during this time of tr. they are dead. so, they look at yr to yr inv. level which is another story. quote.yahoo.com look at the price drops on sub k..heck the p400 will be some k one day. read the last sentence of the link in here. exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com exchange2000.com IF JIMBO WANTS TO POST FACTS LIKE HOW HE KNOWS THAT CPQ'S MARKET SHARE WAS CLSOE TO 70% AND IF CPQ ISN'T SELLING 70% + INCREASE IN OCTOBER FOLLOWED BY STRONG NOVEMBER..LET HIM DO IT. this trend will continue but if I get a p200mmx for 1199 or a p233 for 1400.then I'm buying that this can account for some of the market share going to hp and ibm news.com cpq only has to price protect 15 days but, I bet that in 3q they reserved off drastic price reductions in 4q. this means that 3q accounted for the price drops on some of the sales and so it doesn't hurt 4q97 exchange2000.com exchange2000.com

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