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Technology Stocks : Compaq
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To: hpeace who wrote (8670)11/7/1997 5:24:00 PM
From: William Hunt  Read Replies (1) of 97611
 
STEVE
A couple of questions on CPQ :
1) What is CPQ inventory vs DELL ? My understanding is DELL has a seven to eight hour just in time vs what for CPQ ? How much will this drive costs down ?
2) The news was positive for CPQ from WESTERN DIGITAL - unit volume up -prices down - should help sell more PC's - don't you agree ?
3) Looking for CPQ in the eighties in JANUARY due to lower components prices driving sale higher + strong CHRISTMAS SEASON

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