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Technology Stocks : Micron Only Forum
MU 344.97+5.5%Jan 9 9:30 AM EST
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To: Bipin Prasad who wrote (37184)8/10/1998 6:19:00 PM
From: Knighty Tin  Read Replies (1) of 53903
 
InSook, Where did you get the info that CPQ's inventories are now at a 2 week level? Hopefully not from the CFO of Compaq, as his nose grows every time he speaks. -g-

I don't buy crappy cos. (if I know they are crappy), no matter what the seasonals. Simple fact, CPQ may sell more pcs, but they are not making any money on them. Of course, they still have more scamarama from the DEC deal to pull out of a hat, so they may show a tiny profit in the near future.

When a dog like CPQ has fleas, I'd rather have a put position.

MB
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