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

To: Andreas who wrote (63330)	6/17/1999 9:21:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Andreas: Of course you are right - those words could mean anything and I am no longer going to say that they would not try to hide it by failing to mention it explicitly. If inventory is the problem then Kumar will have to change his opinion again.

To: Andreas who wrote (63330)	6/17/1999 9:22:00 AM
From: harkenman	Read Replies (1) \| Respond to of 97611

How low will stock sink today? 19?

To: Andreas who wrote (63330)	6/17/1999 9:30:00 AM
From: Bosco	Read Replies (1) \| Respond to of 97611

G'day all - Andreas, you asked "...(1) inadequate revenue growth and (2) excessive cost structure are primary culprits. Inadequate revenue growth would result in excessive inventory would it not?" Not necessarily. If CPQ has indeed gotten a handle on TTM [Time To Market] inventory should be leaner than before. It is possible that it simply didn't churn out as many boxes. Still, (1) and (2) really mean both top and bottom lines are lousy. best, Bosco