Compaq Message Board - Msg: 8386436

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Technology Stocks : Compaq

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To: JDN who wrote (53857)	3/18/1999 10:58:00 AM
From: rupert1	Read Replies (1) of 97611

JDN: I have been asking this question of rudeog. CPQ repeatdly says it is aiming for a 5 day turanround from order to shipping. But my understanding is that it is presently somewhere between 7-9 days. They should have a rough grasp by the 21-23rd March, but rudedog suggests that the data is late and more complicated from some of the non-US markets. A back-end laoded quarter is just that. Volume rises towards the end. Mason said it will depend on whether they can ship enough before the end of March to make up for January softness. March is slightly ahead of plan. If they miss it should not be by much. There is a chance, according to Neff, of a snap back in March.

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