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


To: Maxer who wrote (10545)12/8/1997 11:53:00 PM
From: hpeace  Respond to of 97611
 
max, the only thing that cpq can be hurt by is a 4th qtr so huge that 1q98 cannot sequentially beat it by 10-25%.
BUT, I sure they will do the reserve trick again.
they will see the technology change and realize they need to unload anything in channel with price discounts.
So, if they know they are going to give dealers some money to promote the sale of inventory then they will lower that sale in 4q97..not 1q98.