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Technology Stocks : Compaq

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To: William Hunt who wrote (24521)4/17/1998 10:23:00 AM
From: rudedog  Read Replies (2) of 97611
 
my guys tell me that inventory is reduced by about 3 weeks, still at about 5, goal is 2-3 so one more quarter with the current tight policy should do it. Rumor within the company is that EP may accelerate that schedule a little to get to the 2 week number at about the time of the DEC merger (early june). General consensus is that things are going according to plan and focus is shifting to ODM and integrating DEC.
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