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Technology Stocks : Compaq
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To: BILL CHOW who wrote (47086)2/5/1999 6:16:00 PM
From: jim kelley  Read Replies (1) of 97611
 
CPQ still sells to the channels more than it sells to the end user.
Also, they have no direct way to get the sales by the retailers or by the VAR channels.

I am not concerned with short term perturbations in the market price.
A detailed analysis can be done when the 10-K is available.
If the channel stuffing is confirmed then we will be able to predict CPQ stock price with more precision.

The IDC data supports the channel stuffing hypothesis but it does not prove it.

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