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: Glen2 who wrote (68839)10/14/1999 12:38:00 PM
From: rudedog  Read Replies (1) | Respond to of 97611
 
Glen -
They did not warn of a shortage, they responded to reports of shortages in the retail sector. Capellas has come as close to saying CPQ will make estimates as he can during the quiet period.

I agree 100% with Andy Neff - the big 3 have more leverage than DELL and also they have less of their business in PCs.

Also CPQ said no material impact... This is not a pre-warning.

I do think HP warning was a smokescreen for business weakness - but that's HP. Carly can get away with anything at the moment but the honeymoon will end in a few weeks and she will go under the microscope like everyone else.



To: Glen2 who wrote (68839)10/14/1999 1:10:00 PM
From: Bipin Prasad  Read Replies (1) | Respond to of 97611
 
I took it as positive news. That's as far as CPQ can say
now without breaking laws: "We're right on target or better."
This was the best way to get rid of few extra inventory for
good. If sentiment toward CPQ wasn't this low, we could've
seen 2~3 points higher by opening.

later,

InSook


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News