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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Aitch who wrote (62577)	6/8/1999 10:43:00 AM
From: rupert1	Read Replies (3) \| Respond to of 97611

Aitch: That product news was posted here yesterday. It is easier to read in the compaq.com site format you provided, but that site is late posting CPQ news - although that one was posted yesterday p.m. I am getting tired of commenting on the analysts especially Kumar - it simply feeds their persona. However: Kumar said this about the lower cost models: "Compaq, due to its higher cost structure, is not equipped to address this segment well". Nonsense. CPQ is the best equipped of all to make profit from this segment. His comments on the 8 weeks channel inentory are at odds with the only recent statement we have had from COMPAQ. Pocock, in charge of the transition to the the 4 dealers, said that inventory is 3/4 weeks of which only 5% could be classified as slow-moving. One of the reason they chose 1st August as a starting date was so that existing inventory could be phased out in the transition to the new system. Kumar is another believer in the DELL model and will not tolerate any other model even though the mixed indirect-drect has made COMPAQ No. 1. His analysis sounded like he was applying for the job of CEO. The sooner CPQ gets to the mid-teens the sooner I will be able to buy more. Trouble is that Kumar does not give a guarantee, is not bound by SEC and not accountable to shareholders.