Compaq Message Board - Msg: 5203986

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Technology Stocks : Compaq

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To: Roads End who wrote (29203)	7/15/1998 2:18:00 PM
From: William Hunt	Read Replies (1) of 97611

STEVE --- THE only concern I have is this inventory issue ---would like to see it put to bed for good . I believed CPQ will be at 45 by the end of this year due to the following : 1) CPQ really got a steal on the price of DEC -- the service group will provide a nice boost in the third qtr + the consumer PC business is usually strong in the back to school qtr . 2) EP needs to accelerate the layoffs for for the bottom line impact and to alleviate the pain being felt by those affected . I believed we will see this accelerate this qtr . 3) When the inventory issue is finally put to bed and we are selling fresh product and increasing turns for the second half this will be a direct positive for the bottom line . ( did you see the segment last night on moneyline how TAIWAN is taking orders from CPQ and shipping direct for CPQ to the end user --That is the way to cut costs and affect the bottom line ) Forty five by the end of the year BEST WISHES BILL

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