Compaq Message Board - Msg: 4929461

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Technology Stocks : Compaq

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To: jim kelley who wrote (27868)	6/19/1998 3:37:00 AM
From: E.H.F.	Read Replies (1) of 97611

The article I was referring to mentioned that Price Protection had been CPQ's biggest supply-chain cost. Applying some of the savings to cut prices even more...they will be "executing" all right. I believe that all the inventory write offs are just about over, so real profits should start coming in...in any event, this quarter's warning is already built into the price, so any channel inventory talk or second quarter earnings (lack of) is yesterday's news. I only mention that because you've shown a fondness for bringing those two topics up in the past. Now's the time to get on board...it's not too late, and it'll save you the grief of listening to everyone telling you "I told you so" a few months from now when CPQ's p/e starts to track 1999's earnings, which will put it's price in the 40's heading up. E.H.F.

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