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Technology Stocks : Compaq
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To: John Meissner who wrote (23007)3/23/1998 12:20:00 AM
From: van wang  Read Replies (1) of 97611
 
John M...to be honest, I though CPQ took the most optimistic view...meaning that this round of price cuts will result in flat quarter...but I think its worst then they are letting on...also there are other issues: DEC integration, sub 1000 cannabization, slowing demand, Asia, and the channel assembly model (which is not going as smoothly as one likes...I also think there is a high learning curve here)...any other factors to chew besides inventory...bibifn
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