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Technology Stocks : Compaq
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To: Mohan Marette who wrote (10508)12/8/1997 11:20:00 PM
From: Jorge  Read Replies (2) of 97611
 
Mohan, I don't think CPQ was counting on sub $1,000 PCs to make or break their Q4 earnings forecasts. If anything, based on that survey they will be selling higher margined machines.....However. you don't suppose they have too many sub-$1,000 PCs in the channel that will later be 'dead weight' as unwanted inventory if the expected sales just weren't there?......George
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