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Technology Stocks : Compaq

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To: hpeace who wrote (11026)12/12/1997 12:40:00 AM
From: gc  Read Replies (2) of 97611
 
Steve,

Thanks for the reply.

"just last friday. cpq's cfo said things are great..."

Where did you hear about it? Was it on company news release? This is exactly the information I am looking for.

One more question, earlier today someone posted an analyst's comments about cpq's inventory buildup. He believes that the "problem" is due to cpq's transition from bulit-to-inventory to built-to-order model. Do you agree with that? How could that happen?
Thanks.

Gary
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