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Technology Stocks : Compaq
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To: Lizzie Tudor who wrote (56327)4/9/1999 10:32:00 PM
From: jim kelley  Read Replies (1) of 97611
 
Michelle,

CPQ has been leaking watered down warnings since early Februrary.
I think they thought they could stuff some channels again and make their number in March. But the channel is already full and would take no more inventory. So CPQ got stuck with the excess inventory and lower orders. I think it is worse than last year at this time. CPQ is having a lot of trouble with their long suffering channels.

We will know more when the quarterly report comes out.

Regards,

Jim Kelley
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