Compaq Message Board - Msg: 4533578

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Technology Stocks : Compaq

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To: William Hunt who wrote (26404)	5/20/1998 5:07:00 PM
From: Windseye	of 97611

Bill, I have similar concerns. We had some information in the first quarter that CPQ's purchasing arrangements with suppliers were fixed for a quarter at a time, so they were unable to respond with renegotiated prices as fast as Dell and others. Ostensibly this started to be corrected in January and February... the reductions they could get for volume and because of the Asian flu were "supposed to" start then. Obviously it wasn't effective in the first quarter, but then the question is, "When will price reductions show up?" I am sitting on 35/shr and would like to see this cleared up by July as well, but suspect from all that has been said about all aspects of cpq and dec that it will take until the end of the year to get over 35. Doug

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