SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: rupert1 who wrote (63241)6/16/1999 6:35:00 PM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
>>>Would the plants be still going flat out if there was excess
inventory in the channel or if there was no demand for COMPAQ consumer PC's?<<< Would the stock be in the toilet if there wasn't a problem? No way can this be entirely blamed on Kumar. El



To: rupert1 who wrote (63241)6/16/1999 6:39:00 PM
From: trouthead  Read Replies (1) | Respond to of 97611
 
Wouldn't it be great if the pig gave us a big upside surprise? I know. I'm dreaming. But without all those big executive paychecks they should be saving a bundle.

jb



To: rupert1 who wrote (63241)6/16/1999 7:17:00 PM
From: QuentR  Read Replies (1) | Respond to of 97611
 
Victor, thanks for the info. I-Watch reported a shift in institutional interest today. A little more selling interest than buying interest. Usually a lot of buying interest; 2 to 4 times selling interest. Roughly 45 M sell 38 M buy with 10 M in trades. Sellers were going mostly for 22 1/2. Good news will move the stock. If you are correct, Rosen & Co are not happy with the profitability. Otherwise there would not be the big changes. Long term this should be good. Short term, it depends on how bad, "bad" is. Hopefully the bad news and changes will not drop the stock further and we can move up from here.



To: rupert1 who wrote (63241)6/16/1999 7:26:00 PM
From: Steven N  Respond to of 97611
 
It seems to me that in early 98 there were some plant shutdowns after the channel stuffing that was reported by Richard Gardner. I have seen nothing reported this year about shutdowns. Have you heard of any assembly slowdowns or shutdowns? TIA.
sn