Compaq Message Board - Msg: 3585115

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Technology Stocks : Compaq

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To: Jim Patterson who wrote (18978)	3/3/1998 12:27:00 PM
From: robbie	Read Replies (1) of 97611

<<January sales slow. (Read the channel was stuffed) Competitive pricing. (Read Lower ASP's and a price war) Lack of Visibility. (Read Back end loaded quarter) Gross Margin Pressure (Read lower ASP's again) Now where have we heard anything close to this ? Did I say that CPQ stuffed the Channel in the 4th Q ? Did I point out that Revenue in the 4th Q was light ? Did I say that CPQ had an inventory problem ? Did I say it was possible for CPQ (& DELL) to make the 4th Q but the 1st Q is when the $#^! would hit the Fan ? Did I say that the Rally was unjustified IMO ? So in a nut shell, it would appear that I was more or less on the money on just about every thing I talked about going into earnings.>> Jim, do you really think what has been said today makes you right? What a dumba**! I'll start with the first point. You said "January sales slow." Who said that? It is totally false, as is the rest of your post. You have twisted the analyst's already weak comments even further toward your "predictions." Stop gloating and get a clue. All this short-term gibberish doesn't make you any less wrong than you were before. Sorry to rain on your (self-promoted) parade. Robbie

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