Compaq Message Board - Msg: 3577475

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Technology Stocks : Compaq

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To: PCSS who wrote (18815)	3/2/1998 6:12:00 PM
From: Andreas	Read Replies (1) of 97611

PCSS; Let me suggest to you that there are an extremely large number of shareholders, analysts, and others who do not for a minute believe the so-called channel stuffing rumours. The news coming out of various sources is that various portions of cpq product line are in short-supply. IMHO, cpq is having a difficult time keeping up with overall strong sales exacerbated by the fact that they have to now supply a large number of radio shack stores with inventory. I would give my eye teeth to have a cpq marketing executive tell me if his production guys are giving him what he needs. My guess is a resounding "no".

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