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Technology Stocks : Compaq
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To: Night Writer who wrote (18477)2/27/1998 10:31:00 PM
From: WeisbrichA  Read Replies (1) of 97611
 
NW,

There is another channel for resellers (not retailers). These resellers buy product from the likes of TechData, Ingram, Microage, Merisel, et.al. who are stocking distributors of CPQ products. IMO, the infamous analyst could have called one of these companies. The products stocked tend to be bigger $$ units because the majority of these Deskpro, ProSignia and ProLiants end up in businesses Via Value Added Remarketeers. He could have talked to someone (who knows at what level) at MICA or MSEL. I doubt that it would have been a very high level person. JMO.

RW
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