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Technology Stocks : Compaq
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To: Glen2 who wrote (68839)10/14/1999 12:38:00 PM
From: rudedog  Read Replies (1) of 97611
 
Glen -
They did not warn of a shortage, they responded to reports of shortages in the retail sector. Capellas has come as close to saying CPQ will make estimates as he can during the quiet period.

I agree 100% with Andy Neff - the big 3 have more leverage than DELL and also they have less of their business in PCs.

Also CPQ said no material impact... This is not a pre-warning.

I do think HP warning was a smokescreen for business weakness - but that's HP. Carly can get away with anything at the moment but the honeymoon will end in a few weeks and she will go under the microscope like everyone else.
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