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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Catcher who wrote (24309)	6/17/1999 11:15:00 PM
From: Elwood P. Dowd	Respond to of 74651

>>>CPQ's woes are gains for other boxmakers...agree entirely<<< Catcher... I guess you see the glass as half full, while others see it as half empty. El An excerpt from cnnfn.com ...Still, Compaq and its competitors may be in for a rough ride the next few months, according to Dennis McKechnie, manager of the Pimco Innovation Fund. Compaq tends to carry a lot of inventory, McKechnie said, which puts it in a tough competitive spot compared to a PC firm such as Dell Computer (DELL), which has little inventory and instead builds to order. "This is Compaq basically admitting they have too much inventory," he said. "This may hurt the overall PC industry because if Compaq tries to lower that inventory, there will be pressures which could push other makers to lower their prices, too." Compaq officials, however, insisted their warehouses weren't overfilled. "We continue to monitor our inventory constantly," Rosen said. "At this point, we have no indication that there's anything out of the normal nature in our inventories." ...