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Technology Stocks : Compaq
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To: William Hunt who wrote (24457)4/17/1998 8:05:00 PM
From: Harry Landsiedel  Read Replies (1) of 97611
 
William Hunt. Re: wsj report. Thanx for posting the article. It contained a lot more information than anything else I have read about the situation.

I, too , picked up on EP's commitment to "making the inventory number". I think he may also have been using the conference call to read the riot act to the organization. He knows cpq has had its "one bite." They can't afford to make another mistake on this inventory deal.

I was more optimistic after reading the report. They see the problem, and I believe they can fix it.

HL
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