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Technology Stocks : Compaq
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To: Chuzzlewit who wrote (50045)2/26/1999 3:13:00 PM
From: robbie  Read Replies (3) of 97611
 
Chuzz, I partially agree with your post. The channel thing has been watched very closely since all the prior fiascos, all reports lately indicated that channel inventory was at the lowest levels in a long time. It's still too early to assume the channels are stuffed again, let's wait and hear the facts. Remember, DELL tanked when Niles stated that their quarter was soft near the end (Jan. for DELL). It now seems that wasn't a big deal, maybe this won't be either. I do think that if Compaq's sales are weak for Feb., we should be worried about DELL as well.

Robbie (crash helmet on and chin strap buckled)

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