SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Windseye who wrote (19287)3/4/1998 4:06:00 PM
From: Andreas  Read Replies (2) of 97611
 
There is a reason for the downward trend: In fact several reasons:

Top 10 Reasons why CPQ is going down:
(1) DEC is expected to show a crappy quarter according to the rumour mill (I)
(2) CFO Mason came across negative recently (yesterday?) by saying that there is stiff price competition and asia sales are slower;
(3) DEC deal raises a ton of questions which cannot be answered at this time;
(4) Rumour is that some of DEC's customers are switching to whomever;
(5) Profit margins are eroding as a result of price reductions;
(6) CPQ is rumoured to have excess inventory that they don't know what to do with (hence channel stuffing rumours);
(7) CPQ is having a difficult time revamping their distribution system;
(8) Monica Lewinsky signed a promotional contract with Dell computer. Under the agreement Monica will do a tv ad during which she straddles a dell computer in a bikini on a beach somewhere sunny and says "there's only one hard drive for me and it's not a compaq"
(9) CPQ's lawyers informed cpq management that cpq has no defamation case against dell resulting from the dell Monica ad since truth is an absolute defense."
(10) Vernon Jordan told Monica that after she's completed her dell ad he could get her a job at cpq.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext