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Technology Stocks : Compaq
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To: Boplicity who wrote (18130)2/26/1998 9:41:00 AM
From: Patrick E.McDaniel  Read Replies (1) of 97611
 
Greg, CNBC is reporting the reason for the downgrade as "channel problems". The guest analyst (that is shorting Compaq) says Compaq has been stuffing the channel and has in fact cut orders of Pentium chips.

He did point out he didn't know if there was a shift to AMD product.

Pat
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