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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (19244)3/4/1998 1:32:00 PM
From: HDC   of 97611
 
To all: Things just don't add up!!! Dell's most recent quarter (through January '98)was a blow out. HP stated in their recent report that their PC business was selling very well and was a highlight for them. A story on this thread within the last 2 weeks reported that Compaq PC's were in short supply according to several retail outlets. Now we are hearing (again) about the infamous "channel stuffing" in the market. Maybe some of us need to broker a deal between the people with the stuffed channels and the retailers with the short supply!!! Any takers???<ggg>
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