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


To: MeDroogies who wrote (87112)11/28/2000 10:02:46 AM
From: Elwood P. Dowd  Respond to of 97611
 
SSB alleges channel stuffing by several OEMs.
Briefing.com:

08:52 ET Salomon On PC Stocks : Salomon Smith Barney
believes that it is still too early to buy PC sector stocks.
Channel checks have produced
multiple indications that several OEMs stuffed commercial
channels in Sept./Oct. to achieve Q3 estimates. At this point,
firm expects to see either Dec. qtr
preannouncements or a Q1 2001 inventory correction.



To: MeDroogies who wrote (87112)11/28/2000 10:09:50 AM
From: Elwood P. Dowd  Read Replies (2) | Respond to of 97611
 
The price and action on CPQ shares smells like something is rotten in Houston. El