SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Harry Landsiedel who wrote (53905)3/18/1999 12:35:00 PM
From: rupert1  Read Replies (1) of 97611
 
Harry: The wording of the reports were almost exactly the same. Yours was posted after the one by Aitch and his was fuller - do we assume that his is the amended report and the 3/4 cents figuring in your report is no longer operative?

I wonder how much of the confusion in the market place arises from the fact that some analysts - such as Kumar - rely more heavily on information derived from the indirect channel than from the company. Many VARS and other players in the indirect channel have tried to make the case that CPQ will suffer if it shifts from indirect to direct. They may be right - Kumar evidently thinks so, and so, to an extent does Neff - but we should be prudent. The indirect channel has a vested interest which might colour its argument.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News