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Technology Stocks : Compaq
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To: rudedog who wrote (42895)1/10/1999 5:02:00 PM
From: jim kelley  Read Replies (1) of 97611
 
Dpog,

I am not talking about revenue. I am talking about cost structure and channel stuffing.

We already have Radioshack reporting channel congestion. Now we have too many CPU's being shipped this quarter to make any sense of the 1998 worldwide market estimates. ASP's have dropped sharply in the retail arena. Promotional bonuses have to be paid as well.
It looks like this quarter is going to be unit marketshare at any cost.

We will find out soon. I do not think they have the magic to pull this one off!
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