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Technology Stocks : Compaq
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To: llam who wrote (19483)3/5/1998 1:15:00 AM
From: Elwood P. Dowd  Read Replies (1) of 97611
 
LL...As I said earlier, IMHO Earl Mason left the door open for a warning when he said that Feb's numbers weren't in yet. CPQ has been blamed with cancelling orders with INTC, but tonite is the first that I've heard of Dell "pushing back" orders. I think that the culprit will soon emerge as the analysts turn up the heat to determine which OEM's, as alleged by INTC, caused the warning/shortfall. Stephen
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