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Technology Stocks : Compaq
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To: Chuzzlewit who wrote (50175)2/27/1999 3:29:00 PM
From: robbie   of 97611
 
Chuzz, we all know that Q1 sales are always down from Q4 due to the Christmas season etc. We will be able to clearly tell if the channels have too much inventory. We all know also that CPQ makes sure they have more than enough product in the channel for Christmas. If there is too much inventory in the channel, it won't hurt CPQ near as much as last year because component prices are not in a free fall like last year. My point is still that if CPQ is struggling at all right now (which I don't think is the case) it doesn't bode well for DELL as well. As for Kelley, all I can say is that since he has been bashing CPQ, its stock price has quadrupled, and then tripled.

Good luck,
Robbie
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