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Technology Stocks : Compaq

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To: hitesh puri who wrote (14582)1/22/1998 12:14:00 PM
From: hpeace   of 97611
 
puri, cpq did not have an internal goal of 3-4 weeks.
no where did cpq ever state this. cpq it's stupid enough to implement all these systems with inventory that low.
maybe 4-5 weeks,,,not lower. remember they are taking the dealer count down from 5000 to about 400. this means the 400 carry allot more inventory but cpq eventually ends up with 2-3 weeks in 3q98
they stated that in 3q98 they would be to 2-3 weeks.that's it.
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