Compaq Message Board - Msg: 5967692

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Technology Stocks : Compaq

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To: Bipin Prasad who wrote (34381)	10/9/1998 8:56:00 AM
From: PCSS	Read Replies (2) of 97611

From now on let's get someone else interviewed on behalf of CPQ In response to a question about the value of CPQ stock price EP: (1) DID NOT ANSWER (2) AVOIDED THE QUESTION (3) BLEW AN OPPORTUNITY EP said the market is taking a wait-and-see attitude and then didn't say something like (1) THEY'll see, (2) CPQ is comfortable with concensus. The only mildly positive statements EP made was (1) DEC integration progressing (yet NOT finished), (2) CPQ benefiting from Asian financial situation because of lower material&labor costs (market demand is flat to down), (3) CPQ is NOT offering buy-in deals to retailers, (4) Inventories are at their lowest levels in CPQ history, (5) BTO & CTO & Direct Selling are moving forward, (6) 3rd & 4th qtrs see increased demands for CPQ. EP did not blow the interview nor did he say anyhting negative but he didn't use it for any benefit either. Michael

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