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Technology Stocks : Dell Technologies Inc.
DELL 128.43+0.6%Dec 24 12:59 PM EST
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To: jim kelley who wrote (31747)3/3/1998 1:30:00 AM
From: Chuzzlewit  Read Replies (3) of 176387
 
Jim, what do you make of the conflicting inventory reports concerning Compaq. On th one hand, we hear of excess inventory in the channels, and on the other we hear that the channels cannot get sufficient inventory. Do you think that both reports could be right, and that Compaq has a severe inventory imbalance problem?

BTW, I agree that we will see more bad news out of CPQ in the next couple of quarters.

Regards,

Paul
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