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: Night Writer who wrote (24495)4/16/1998 2:05:00 PM
From: Eddie Kim  Read Replies (4) of 97611
 
Can anyone explain the logic as to why DEC and thus CPQ are down. Didn't DEC just announce gangbuster earnings with margins going up to around 36%? Sure revenue went down, but didn't they make a ton more than what was expected? What's the problem now?

Also, can anyone explain the extent of this inventory stuffing. How can it take two quarters to unstuff the channel when according to many it took them only one to stuff?

-Eddie
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News