Compaq Message Board - Msg: 3734084

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Technology Stocks : Compaq

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To: Jack T. Pearson who wrote (22174)	3/17/1998 12:52:00 AM
From: van wang	Read Replies (1) of 97611

Jack...we are going to fall into the same trap...CPQ has not written down inventory...but they are very close...CPQ is alittle desperate...by giving away a monitor....I think they should have a 3 for 2 Easter day sale yes I think IBM may have a writedown...but remember they started the pricing to get rid of their inventory...HWP has solid business relationships...no I dont expect HWP to writedown inventory DELL will not have inventory problems because of their business model...but they will be hurt by the glut...its commodity and you live and die by the sword...the reason they grew is because its a commodity...and with everyone yacking...there will be no loyalty and there shouldnt be for business desktops or low end servers unless they give the special price...DELL and GTW will be hurt this Q...I would be very surprise if they made comments from now on that things are going strong...lean on the short

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