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Technology Stocks : Compaq
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To: Michael P. Michaud who wrote (14581)1/22/1998 1:16:00 AM
From: hitesh puri  Read Replies (3) of 97611
 
Thread, does anyone know the inventory level in weeks for Compaq in the US, Europe and ROW after Q4 ??
I know they did not meet their internal target of 3-4 weeks which seemed very aggressive for now and was possible by Q298. Then how will DELL diffrentiate itself from Compaq if Compaq can pass on savings as easily as DELL since it will have such low inventory to maintain ?

-hitesh
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