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Technology Stocks : Compaq
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To: John Koligman who wrote (46544)2/1/1999 4:00:00 PM
From: Jim McMannis  Read Replies (1) of 97611
 
John,
RE:"I have not been reading the thread all that long, but the basic premise is
that unit growth (for the boxmakers) will not be sufficient this year to
offset ASP declines."...

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Mike has been using this argument for over 3 years.
Remember a few years back when CPQ announced big price cuts and the Wall Streetists saw this as lower margins and sold off the stock. Since then CPQ has quadrupled split several times etc..
Channel stuffing is another thing but Compaq is becoming more inventory nimble.
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