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

To: PCSS who wrote (87131)11/28/2000 1:02:59 PM
From: profile_14  Read Replies (1) | Respond to of 97611
 
Michael, it means the problem has been on the supply side with lack of component availability and not on the demand side. Moreover, it means that they might be purchasing components for less than originally expected, IMO, therefore making bigger contribution margins.



To: PCSS who wrote (87131)11/28/2000 3:03:03 PM
From: Tony Viola  Respond to of 97611
 
< .... and are seeing supply constraints ease during the quarter>

And WHAT does this mean ????

Intel big cache Xeons, for one, have been hard to get. What else has been really hard to get, flat panel displays maybe, definitely not DRAMs? Salomon Smith Blarney would say capacitors are in a glut.

Tony


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